+112.6%
SPOT vs TEAM
-53.2%
+165.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.3% |
| 7D | -6.5% | -4.7% | -1.8% | -5.3% |
| 30D | +2.2% | +17.0% | -14.8% | -2.6% |
| 3M | +5.4% | +85.9% | -80.5% | -13.9% |
| 6M | -4.0% | +116.7% | -120.7% | -27.8% |
| YTD | -9.9% | +9.6% | -19.6% | -16.4% |
| 1Y | -27.3% | -2.5% | -24.7% | -30.3% |
| 3Y | +236.4% | -14.0% | +250.4% | +212.7% |
| 5Y | +112.6% | -53.1% | +165.7% | +121.9% |
| All | +112.6% | -53.2% | +165.8% | +121.9% |
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