+2,989.4%
SHOP vs TEAM
+481.6%
+2,507.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.7% | -6.2% | -5.9% |
| 7D | -10.6% | -4.7% | -6.0% | -8.2% |
| 30D | -18.3% | +17.0% | -35.3% | -25.7% |
| 3M | +14.8% | +85.9% | -71.1% | -24.4% |
| 6M | -5.0% | +116.7% | -121.7% | -45.5% |
| YTD | -21.2% | +9.6% | -30.9% | -33.5% |
| 1Y | -11.6% | -2.5% | -9.1% | -20.7% |
| 3Y | +101.2% | -14.0% | +115.2% | +74.4% |
| 5Y | -15.7% | -53.1% | +37.4% | -0.6% |
| 10Y | +2,989.4% | +502.9% | +2,486.5% | +734.7% |
| All | +2,989.4% | +481.6% | +2,507.8% | +734.7% |
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