+504.6%
NOW vs TEAM
+495.8%
+8.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.4% |
| 7D | -3.1% | -17.2% | +14.1% | +5.7% |
| 30D | -27.0% | -25.1% | -2.0% | -15.4% |
| 3M | -17.7% | +3.9% | -21.6% | -18.9% |
| 6M | +12.7% | +69.1% | -56.4% | -15.5% |
| YTD | -32.9% | -4.5% | -28.5% | -34.9% |
| 1Y | -40.4% | -1.9% | -38.5% | -42.9% |
| 3Y | -17.1% | -9.3% | -7.8% | -24.4% |
| 5Y | -25.7% | -65.2% | +39.5% | -0.1% |
| 10Y | +504.6% | +467.0% | +37.6% | +86.9% |
| All | +504.6% | +495.8% | +8.8% | +86.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling