+267.6%
PM vs TEAM
+453.9%
-186.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +1.0% |
| 7D | -7.1% | -19.7% | +12.7% | -6.8% |
| 30D | -2.8% | -26.6% | +23.8% | -2.4% |
| 3M | +6.3% | -1.1% | +7.4% | +6.2% |
| 6M | +9.6% | +74.6% | -65.0% | +8.2% |
| YTD | +25.6% | -6.0% | +31.6% | +25.6% |
| 1Y | +29.7% | -3.2% | +32.9% | +29.5% |
| 3Y | +147.6% | -13.5% | +161.1% | +145.5% |
| 5Y | +160.1% | -65.5% | +225.6% | +163.7% |
| All | +267.6% | +453.9% | -186.3% | +216.5% |
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