+122.5%
PM vs TEAM
-5.2%
+127.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -2.0% |
| 7D | -4.9% | -0.4% | -4.4% | -4.9% |
| 30D | -3.4% | +67.3% | -70.7% | -3.0% |
| 3M | +5.2% | +86.8% | -81.6% | +5.7% |
| 6M | +3.7% | +146.8% | -143.1% | +4.7% |
| YTD | +15.8% | +16.9% | -1.2% | +17.1% |
| 1Y | +17.4% | +12.8% | +4.6% | +18.7% |
| All | +122.5% | -5.2% | +127.7% | +121.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling