+1,475.7%
SMH vs TEAM
+445.0%
+1,030.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.5% | -2.7% |
| 7D | +4.9% | -2.4% | +7.3% | +5.5% |
| 30D | -13.8% | -26.7% | +12.9% | -8.2% |
| 3M | -17.4% | -9.6% | -7.7% | -16.6% |
| 6M | -15.0% | +86.0% | -101.0% | -30.3% |
| YTD | +35.2% | -7.5% | +42.7% | +29.3% |
| 1Y | +41.6% | -1.4% | +43.0% | +32.9% |
| 3Y | +215.6% | -14.3% | +229.9% | +192.4% |
| 5Y | +233.2% | -66.3% | +299.5% | +271.9% |
| All | +1,475.7% | +445.0% | +1,030.7% | +685.4% |
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 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