+304.8%
SPY vs TEAM
+444.3%
-139.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | +0.2% |
| 7D | -0.6% | -22.2% | +21.6% | +2.7% |
| 30D | -3.7% | -28.1% | +24.5% | +0.4% |
| 3M | -2.7% | -2.2% | -0.6% | -3.2% |
| 6M | +2.2% | +62.2% | -60.0% | -7.2% |
| YTD | +10.8% | -8.4% | +19.2% | +8.6% |
| 1Y | +11.2% | -6.6% | +17.9% | +8.6% |
| 3Y | +76.5% | -15.7% | +92.2% | +69.2% |
| 5Y | +72.9% | -65.7% | +138.7% | +81.2% |
| 10Y | +304.8% | +441.0% | -136.1% | +174.0% |
| All | +304.8% | +444.3% | -139.5% | +174.0% |
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