+198.6%
PM vs TEAM
+476.5%
-277.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.9% | +8.1% | +1.3% |
| 7D | -1.3% | -5.7% | +4.4% | -1.2% |
| 30D | -2.6% | +18.3% | -20.9% | -2.9% |
| 3M | +5.8% | +80.2% | -74.4% | +4.4% |
| 6M | +10.6% | +111.0% | -100.4% | +8.5% |
| YTD | +17.2% | +8.8% | +8.4% | +16.9% |
| 1Y | +17.6% | +2.2% | +15.5% | +17.5% |
| 3Y | +124.3% | -14.6% | +138.9% | +123.1% |
| 5Y | +125.1% | -53.8% | +178.9% | +126.2% |
| 10Y | +198.6% | +475.2% | -276.6% | +149.4% |
| All | +198.6% | +476.5% | -277.9% | +149.4% |
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