+21.1%
PFE vs TEAM
+2.0%
+19.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.9% | +4.6% | -2.2% |
| 7D | -2.7% | -5.7% | +3.0% | -2.5% |
| 30D | +3.8% | +18.3% | -14.5% | +3.5% |
| 3M | +10.4% | +80.2% | -69.9% | +9.2% |
| 6M | +6.3% | +111.0% | -104.7% | +5.0% |
| YTD | +17.4% | +8.8% | +8.6% | +14.3% |
| 1Y | +21.1% | +2.2% | +19.0% | +13.7% |
| All | +21.1% | +2.0% | +19.2% | +13.7% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling