+76.4%
SLB vs TEAM
-66.4%
+142.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.6% |
| 7D | +3.5% | -2.4% | +5.9% | +3.6% |
| 30D | +6.5% | -26.7% | +33.2% | +7.8% |
| 3M | -0.2% | -9.6% | +9.4% | 0.0% |
| 6M | -5.7% | +86.0% | -91.8% | -9.2% |
| YTD | +36.8% | -7.5% | +44.3% | +37.2% |
| 1Y | +45.8% | -1.4% | +47.1% | +45.4% |
| 3Y | +3.4% | -14.3% | +17.7% | +3.3% |
| All | +76.4% | -66.4% | +142.7% | +82.2% |
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