+62.8%
META vs TEAM
-50.6%
+113.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +1.6% |
| 7D | +6.7% | -0.4% | +7.1% | +6.8% |
| 30D | +4.8% | +67.3% | -62.5% | -8.6% |
| 3M | -1.6% | +86.8% | -88.4% | -17.1% |
| 6M | -7.5% | +146.8% | -154.3% | -29.7% |
| YTD | -6.4% | +16.9% | -23.3% | -13.2% |
| 1Y | -17.3% | +12.8% | -30.1% | -23.0% |
| 3Y | +109.9% | -7.3% | +117.2% | +93.1% |
| All | +62.8% | -50.6% | +113.4% | +63.4% |
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 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