+1,789.8%
SMH vs TEAM
+513.9%
+1,275.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.5% | -2.7% |
| 7D | +1.4% | -7.8% | +9.2% | +3.1% |
| 30D | -2.2% | +16.5% | -18.8% | -5.9% |
| 3M | -1.9% | +96.2% | -98.0% | -18.7% |
| 6M | +41.0% | +130.2% | -89.2% | +8.4% |
| YTD | +55.6% | +10.7% | +44.8% | +44.3% |
| 1Y | +86.8% | +3.0% | +83.8% | +76.0% |
| 3Y | +277.7% | -13.1% | +290.7% | +255.0% |
| 5Y | +324.2% | -52.7% | +376.9% | +335.7% |
| All | +1,789.8% | +513.9% | +1,275.9% | +822.1% |
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