+283.9%
RTX vs TEAM
+481.6%
-197.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.4% | -0.7% |
| 7D | -1.6% | -4.7% | +3.1% | -1.3% |
| 30D | -11.6% | +17.0% | -28.6% | -12.7% |
| 3M | +9.2% | +85.9% | -76.7% | +3.5% |
| 6M | -4.4% | +116.7% | -121.1% | -11.2% |
| YTD | +8.9% | +9.6% | -0.7% | +7.1% |
| 1Y | +32.1% | -2.5% | +34.6% | +31.3% |
| 3Y | +151.2% | -14.0% | +165.2% | +146.6% |
| 5Y | +162.9% | -53.1% | +216.0% | +165.2% |
| 10Y | +283.9% | +502.9% | -219.0% | +167.5% |
| All | +283.9% | +481.6% | -197.7% | +167.5% |
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