+333.1%
RTX vs TEAM
+607.6%
-274.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.1% | +6.1% | +2.3% |
| 7D | -1.7% | -22.2% | +20.5% | -0.2% |
| 30D | +7.7% | -28.1% | +35.8% | +9.9% |
| 3M | -10.3% | -2.2% | -8.2% | -10.6% |
| 6M | +14.6% | +62.2% | -47.6% | +9.1% |
| YTD | +10.4% | -8.4% | +18.7% | +9.5% |
| 1Y | +13.5% | -6.6% | +20.1% | +12.4% |
| 3Y | +158.6% | -15.7% | +174.3% | +152.5% |
| 5Y | +147.3% | -65.7% | +213.0% | +154.6% |
| 10Y | +268.6% | +441.0% | -172.3% | +178.3% |
| All | +333.1% | +607.6% | -274.6% | +224.4% |
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 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