+2,006.3%
LLY vs TEAM
+495.8%
+1,510.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +4.2% |
| 7D | +0.1% | -17.2% | +17.3% | +1.3% |
| 30D | +19.7% | -25.1% | +44.8% | +21.9% |
| 3M | +19.3% | +3.9% | +15.3% | +18.3% |
| 6M | +49.3% | +69.1% | -19.8% | +41.4% |
| YTD | +32.0% | -4.5% | +36.5% | +30.3% |
| 1Y | +53.7% | -1.9% | +55.6% | +51.3% |
| 3Y | +143.7% | -9.3% | +153.1% | +137.5% |
| 5Y | +463.9% | -65.2% | +529.0% | +486.3% |
| 10Y | +2,006.3% | +467.0% | +1,539.4% | +1,506.5% |
| All | +2,006.3% | +495.8% | +1,510.6% | +1,506.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TEAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling