+140.8%
LLY vs TEAM
-13.9%
+154.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.3% |
| 7D | +6.7% | -2.4% | +9.1% | +6.8% |
| 30D | +19.6% | -26.7% | +46.3% | +21.0% |
| 3M | +19.7% | -9.6% | +29.3% | +19.7% |
| 6M | +42.7% | +86.0% | -43.3% | +36.2% |
| YTD | +35.1% | -7.5% | +42.6% | +36.6% |
| 1Y | +42.2% | -1.4% | +43.5% | +42.9% |
| 3Y | +140.8% | -14.3% | +155.1% | +147.4% |
| All | +140.8% | -13.9% | +154.7% | +147.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling