+32.6%
NET vs TEAM
-57.2%
+89.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.2% |
| 7D | -16.4% | -13.7% | -2.6% | -8.0% |
| 30D | -25.8% | -3.4% | -22.4% | -24.3% |
| 3M | -11.5% | +72.1% | -83.7% | -41.2% |
| 6M | +18.9% | +103.8% | -84.9% | -33.5% |
| YTD | +35.2% | +17.1% | +18.1% | +6.1% |
| 1Y | +14.5% | +15.1% | -0.6% | -9.1% |
| 3Y | +313.8% | +7.3% | +306.5% | +180.4% |
| 5Y | +32.6% | -57.7% | +90.3% | +136.6% |
| All | +32.6% | -57.2% | +89.8% | +136.6% |
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