+1,545.2%
LLY vs TEAM
+476.5%
+1,068.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.9% | +4.7% | -1.7% |
| 7D | -3.1% | -5.7% | +2.6% | -2.7% |
| 30D | -5.1% | +18.3% | -23.4% | -6.4% |
| 3M | -2.1% | +80.2% | -82.3% | -7.1% |
| 6M | +13.8% | +111.0% | -97.1% | +5.7% |
| YTD | +5.1% | +8.8% | -3.7% | +3.1% |
| 1Y | +53.1% | +2.2% | +51.0% | +50.7% |
| 3Y | +95.6% | -14.6% | +110.2% | +92.4% |
| 5Y | +361.5% | -53.8% | +415.3% | +367.9% |
| 10Y | +1,545.2% | +475.2% | +1,070.0% | +1,130.0% |
| All | +1,545.2% | +476.5% | +1,068.6% | +1,130.0% |
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