+226.8%
SOXX vs TEAM
-14.2%
+241.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +1.4% | -5.2% | +6.6% | +1.8% |
| 30D | -3.6% | +15.8% | -19.3% | -5.0% |
| 3M | -10.2% | +101.5% | -111.6% | -17.2% |
| 6M | +54.2% | +138.2% | -83.9% | +35.2% |
| YTD | +75.2% | +10.8% | +64.4% | +83.9% |
| 1Y | +107.5% | +1.7% | +105.8% | +122.1% |
| 3Y | +226.8% | -16.0% | +242.8% | +249.8% |
| All | +226.8% | -14.2% | +241.0% | +249.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling