+50.3%
PFE vs TEAM
+802.8%
-752.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -1.1% |
| 7D | +1.8% | -0.4% | +2.2% | +1.8% |
| 30D | +10.2% | +67.3% | -57.1% | +7.1% |
| 3M | +12.7% | +86.8% | -74.1% | +8.7% |
| 6M | +10.5% | +146.8% | -136.3% | +4.6% |
| YTD | +20.2% | +16.9% | +3.2% | +18.1% |
| 1Y | +24.1% | +12.8% | +11.3% | +22.0% |
| 3Y | -3.6% | -7.3% | +3.7% | -5.5% |
| 5Y | -20.9% | -50.7% | +29.8% | -21.4% |
| 10Y | +35.8% | +529.8% | -494.0% | +9.8% |
| All | +50.3% | +802.8% | -752.5% | +19.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling