+250.8%
PM vs TEAM
+802.8%
-552.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -1.9% |
| 7D | -4.9% | -0.4% | -4.4% | -4.9% |
| 30D | -3.4% | +67.3% | -70.7% | -4.3% |
| 3M | +5.2% | +86.8% | -81.6% | +3.9% |
| 6M | +3.7% | +146.8% | -143.1% | +1.7% |
| YTD | +15.8% | +16.9% | -1.2% | +15.4% |
| 1Y | +17.4% | +12.8% | +4.6% | +17.0% |
| 3Y | +116.9% | -7.3% | +124.2% | +115.6% |
| 5Y | +117.3% | -50.7% | +168.0% | +117.6% |
| 10Y | +193.8% | +529.8% | -336.1% | +167.3% |
| All | +250.8% | +802.8% | -552.0% | +220.3% |
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