+1,834.3%
SOXX vs TEAM
+755.7%
+1,078.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.8% |
| 7D | +1.4% | -5.2% | +6.6% | +2.4% |
| 30D | -3.6% | +15.8% | -19.3% | -7.0% |
| 3M | -10.2% | +101.5% | -111.6% | -25.5% |
| 6M | +54.2% | +138.2% | -83.9% | +18.6% |
| YTD | +75.2% | +10.8% | +64.4% | +62.4% |
| 1Y | +107.5% | +1.7% | +105.8% | +95.8% |
| 3Y | +226.8% | -16.0% | +242.8% | +210.7% |
| 5Y | +251.2% | -52.7% | +303.9% | +257.1% |
| 10Y | +1,567.6% | +509.6% | +1,058.1% | +844.3% |
| All | +1,834.3% | +755.7% | +1,078.6% | +955.4% |
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 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