+1,535.1%
LLY vs TEAM
+802.8%
+732.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.7% |
| 7D | -2.1% | -0.4% | -1.7% | -2.1% |
| 30D | -1.6% | +67.3% | -68.9% | -5.7% |
| 3M | +2.3% | +86.8% | -84.5% | -3.1% |
| 6M | +14.9% | +146.8% | -131.9% | +5.5% |
| YTD | +7.5% | +16.9% | -9.5% | +4.9% |
| 1Y | +55.7% | +12.8% | +42.9% | +52.0% |
| 3Y | +110.6% | -7.3% | +117.9% | +105.8% |
| 5Y | +363.4% | -50.7% | +414.1% | +365.0% |
| 10Y | +1,649.0% | +529.8% | +1,119.1% | +1,246.8% |
| All | +1,535.1% | +802.8% | +732.3% | +1,120.2% |
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