+32.9%
PFE vs TEAM
+476.5%
-443.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.9% | +4.6% | -2.0% |
| 7D | -2.7% | -5.7% | +3.0% | -2.4% |
| 30D | +3.8% | +18.3% | -14.5% | +2.9% |
| 3M | +10.4% | +80.2% | -69.9% | +6.6% |
| 6M | +6.3% | +111.0% | -104.7% | +1.2% |
| YTD | +17.4% | +8.8% | +8.6% | +15.8% |
| 1Y | +21.1% | +2.2% | +19.0% | +19.8% |
| 3Y | -1.6% | -14.6% | +13.0% | -3.1% |
| 5Y | -22.2% | -53.8% | +31.6% | -22.2% |
| 10Y | +32.9% | +475.2% | -442.3% | +3.8% |
| All | +32.9% | +476.5% | -443.7% | +3.8% |
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