-20.7%
PFE vs TEAM
-50.6%
+29.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -1.2% |
| 7D | +1.8% | -0.4% | +2.2% | +1.8% |
| 30D | +10.2% | +67.3% | -57.1% | +8.3% |
| 3M | +12.7% | +86.8% | -74.1% | +10.2% |
| 6M | +10.5% | +146.8% | -136.3% | +7.0% |
| YTD | +20.2% | +16.9% | +3.2% | +19.0% |
| 1Y | +24.1% | +12.8% | +11.3% | +22.9% |
| 3Y | -3.6% | -7.3% | +3.7% | -4.7% |
| All | -20.7% | -50.6% | +29.8% | -26.2% |
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