+5,748.0%
SHOP vs TEAM
+802.8%
+4,945.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | +0.8% |
| 7D | -5.1% | -0.4% | -4.7% | -4.9% |
| 30D | +0.6% | +67.3% | -66.7% | -26.9% |
| 3M | +25.0% | +86.8% | -61.7% | -15.4% |
| 6M | +11.9% | +146.8% | -134.9% | -37.9% |
| YTD | -9.9% | +16.9% | -26.8% | -25.6% |
| 1Y | 0.0% | +12.8% | -12.8% | -16.9% |
| 3Y | +117.5% | -7.3% | +124.8% | +84.5% |
| 5Y | -6.6% | -50.7% | +44.1% | +5.8% |
| 10Y | +3,320.3% | +529.8% | +2,790.5% | +1,254.0% |
| All | +5,748.0% | +802.8% | +4,945.3% | +2,075.9% |
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