+120.1%
SPOT vs TEAM
-66.4%
+186.4%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.9% | +2.8% |
| 7D | +1.6% | -2.4% | +4.0% | +2.2% |
| 30D | +16.9% | -26.7% | +43.6% | +25.9% |
| 3M | +23.0% | -9.6% | +32.6% | +24.4% |
| 6M | +42.2% | +86.0% | -43.9% | +12.7% |
| YTD | +5.5% | -7.5% | +13.0% | +1.3% |
| 1Y | -5.1% | -1.4% | -3.7% | -10.9% |
| 3Y | +257.9% | -14.3% | +272.2% | +223.5% |
| All | +120.1% | -66.4% | +186.4% | +157.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling