+22.2%
LQD vs TEAM
+514.4%
-492.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.1% | -5.2% | +4.1% | -0.9% |
| 30D | -1.3% | +15.8% | -17.0% | -1.8% |
| 3M | -3.2% | +101.5% | -104.7% | -5.6% |
| 6M | -2.1% | +138.2% | -140.3% | -5.4% |
| YTD | -2.4% | +10.8% | -13.2% | -3.2% |
| 1Y | -2.7% | +1.7% | -4.4% | -3.2% |
| 3Y | +14.2% | -16.0% | +30.2% | +13.3% |
| 5Y | -5.8% | -52.7% | +46.9% | -6.4% |
| All | +22.2% | +514.4% | -492.2% | +16.9% |
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