+483.3%
LLY vs TEAM
-66.4%
+549.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.3% |
| 7D | +6.7% | -2.4% | +9.1% | +6.9% |
| 30D | +19.6% | -26.7% | +46.3% | +21.2% |
| 3M | +19.7% | -9.6% | +29.3% | +19.9% |
| 6M | +42.7% | +86.0% | -43.3% | +36.3% |
| YTD | +35.1% | -7.5% | +42.6% | +34.5% |
| 1Y | +42.2% | -1.4% | +43.5% | +40.9% |
| 3Y | +140.8% | -14.3% | +155.1% | +138.9% |
| All | +483.3% | -66.4% | +549.7% | +507.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling