-2.9%
SHOP vs TEAM
-65.2%
+62.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -16.2% | +19.7% | +11.8% |
| 7D | -5.4% | -19.8% | +14.4% | +4.3% |
| 30D | -10.3% | -21.5% | +11.2% | -0.2% |
| 3M | +1.0% | +39.5% | -38.5% | -21.0% |
| 6M | +41.2% | +73.1% | -31.8% | -4.0% |
| YTD | -7.5% | -5.2% | -2.3% | -15.5% |
| 1Y | -4.6% | -1.6% | -3.0% | -14.9% |
| 3Y | +146.4% | -11.4% | +157.9% | +104.6% |
| All | -2.9% | -65.2% | +62.2% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling