+283.6%
PM vs TEAM
+631.8%
-348.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -16.2% | +14.4% | -1.5% |
| 7D | -5.2% | -19.8% | +14.6% | -4.9% |
| 30D | +2.7% | -21.5% | +24.2% | +3.0% |
| 3M | +6.1% | +39.5% | -33.4% | +5.3% |
| 6M | +18.0% | +73.1% | -55.1% | +16.5% |
| YTD | +26.6% | -5.2% | +31.8% | +26.5% |
| 1Y | +36.7% | -1.6% | +38.2% | +36.4% |
| 3Y | +146.0% | -11.4% | +157.5% | +144.0% |
| 5Y | +164.1% | -65.1% | +229.2% | +166.5% |
| 10Y | +238.8% | +471.3% | -232.5% | +208.7% |
| All | +283.6% | +631.8% | -348.3% | +251.0% |
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