+86.4%
META vs TEAM
-66.4%
+152.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.5% | +4.4% | +3.2% |
| 7D | +5.2% | -2.4% | +7.6% | +5.7% |
| 30D | -13.0% | -26.7% | +13.7% | -7.3% |
| 3M | +7.9% | -9.6% | +17.6% | +9.1% |
| 6M | +4.2% | +86.0% | -81.8% | -14.2% |
| YTD | -2.5% | -7.5% | +5.0% | -5.5% |
| 1Y | +5.6% | -1.4% | +6.9% | +0.4% |
| 3Y | +96.8% | -14.3% | +111.1% | +79.7% |
| All | +86.4% | -66.4% | +152.8% | +111.5% |
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