+112.5%
NET vs TEAM
-50.6%
+163.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -0.3% |
| 7D | -7.0% | -0.4% | -6.5% | -6.6% |
| 30D | -4.8% | +67.3% | -72.1% | -35.1% |
| 3M | +3.8% | +86.8% | -83.0% | -36.7% |
| 6M | +50.0% | +146.8% | -96.8% | -30.7% |
| YTD | +41.5% | +16.9% | +24.6% | +11.7% |
| 1Y | +32.8% | +12.8% | +20.0% | +6.0% |
| 3Y | +335.9% | -7.3% | +343.2% | +240.2% |
| All | +112.5% | -50.6% | +163.0% | +209.5% |
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