-25.7%
NOW vs TEAM
-65.7%
+40.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +1.9% |
| 7D | -5.6% | -19.7% | +14.2% | +4.2% |
| 30D | -26.8% | -26.6% | -0.1% | -14.5% |
| 3M | -19.4% | -1.1% | -18.4% | -18.5% |
| 6M | +12.3% | +74.6% | -62.3% | -15.7% |
| YTD | -32.9% | -6.0% | -26.9% | -34.3% |
| 1Y | -40.3% | -3.2% | -37.1% | -42.3% |
| 3Y | -19.1% | -13.5% | -5.5% | -23.8% |
| All | -25.7% | -65.7% | +40.0% | +14.4% |
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