+1,826.2%
LLY vs TEAM
+631.8%
+1,194.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -16.2% | +15.4% | +0.4% |
| 7D | -4.5% | -19.8% | +15.4% | -3.1% |
| 30D | +13.9% | -21.5% | +35.4% | +15.6% |
| 3M | +13.8% | +39.5% | -25.7% | +10.0% |
| 6M | +37.6% | +73.1% | -35.5% | +30.1% |
| YTD | +26.6% | -5.2% | +31.8% | +25.0% |
| 1Y | +45.3% | -1.6% | +46.9% | +42.9% |
| 3Y | +132.2% | -11.4% | +143.7% | +126.6% |
| 5Y | +434.7% | -65.1% | +499.8% | +451.1% |
| 10Y | +2,084.3% | +471.3% | +1,613.0% | +1,589.3% |
| All | +1,826.2% | +631.8% | +1,194.4% | +1,354.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling