+3.8%
SGOV vs TEAM
+11.3%
-7.5%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.7% | 0.0% |
| 7D | +0.1% | -0.4% | +0.5% | +0.1% |
| 30D | +0.3% | +67.3% | -67.0% | +0.3% |
| 3M | +1.0% | +86.8% | -85.8% | +0.9% |
| 6M | +1.9% | +146.8% | -144.9% | +1.8% |
| YTD | +2.5% | +16.9% | -14.4% | +2.5% |
| 1Y | +3.8% | +12.8% | -9.0% | +3.8% |
| All | +3.8% | +11.3% | -7.5% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling