+6.8%
NOW vs TEAM
-50.6%
+57.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.4% | -1.7% |
| 7D | -2.4% | -0.4% | -1.9% | -2.1% |
| 30D | +20.5% | +67.3% | -46.8% | -8.1% |
| 3M | +18.3% | +86.8% | -68.4% | -14.8% |
| 6M | +24.1% | +146.8% | -122.8% | -22.7% |
| YTD | -7.8% | +16.9% | -24.7% | -18.9% |
| 1Y | -21.4% | +12.8% | -34.2% | -30.3% |
| 3Y | +19.5% | -7.3% | +26.8% | +7.9% |
| All | +6.8% | -50.6% | +57.4% | +23.0% |
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