+55.3%
PFE vs TEAM
+631.8%
-576.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -16.2% | +14.5% | -0.8% |
| 7D | -3.7% | -19.8% | +16.1% | -2.7% |
| 30D | +5.0% | -21.5% | +26.5% | +6.1% |
| 3M | +12.2% | +39.5% | -27.3% | +9.8% |
| 6M | +14.6% | +73.1% | -58.5% | +10.5% |
| YTD | +24.1% | -5.2% | +29.3% | +23.0% |
| 1Y | +26.6% | -1.6% | +28.1% | +25.1% |
| 3Y | +14.3% | -11.4% | +25.8% | +11.9% |
| 5Y | -21.9% | -65.1% | +43.2% | -20.8% |
| 10Y | +62.6% | +471.3% | -408.7% | +31.8% |
| All | +55.3% | +631.8% | -576.5% | +24.2% |
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 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