+81.9%
META vs TEAM
-65.2%
+147.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -16.2% | +17.0% | +4.5% |
| 7D | -0.8% | -19.8% | +19.1% | +3.9% |
| 30D | -15.4% | -21.5% | +6.1% | -11.2% |
| 3M | +3.5% | +39.5% | -36.0% | -6.7% |
| 6M | -0.3% | +73.1% | -73.3% | -16.4% |
| YTD | -7.3% | -5.2% | -2.1% | -10.6% |
| 1Y | -1.1% | -1.6% | +0.5% | -5.7% |
| 3Y | +95.1% | -11.4% | +106.5% | +76.6% |
| All | +81.9% | -65.2% | +147.1% | +107.4% |
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