+7.7%
SLB vs TEAM
+802.8%
-795.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.3% |
| 7D | +0.8% | -0.4% | +1.3% | +0.9% |
| 30D | +15.8% | +67.3% | -51.5% | +12.7% |
| 3M | -0.3% | +86.8% | -87.1% | -3.8% |
| 6M | +21.3% | +146.8% | -125.5% | +14.7% |
| YTD | +52.3% | +16.9% | +35.4% | +50.2% |
| 1Y | +63.6% | +12.8% | +50.8% | +61.6% |
| 3Y | +3.8% | -7.3% | +11.0% | +2.6% |
| 5Y | +128.6% | -50.7% | +179.3% | +127.8% |
| 10Y | -3.1% | +529.8% | -532.9% | -19.5% |
| All | +7.7% | +802.8% | -795.0% | -11.0% |
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