+311.2%
SPY vs TEAM
+513.9%
-202.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.7% |
| 7D | -2.0% | -7.8% | +5.8% | -0.9% |
| 30D | -1.7% | +16.5% | -18.2% | -3.9% |
| 3M | +4.7% | +96.2% | -91.4% | -6.4% |
| 6M | +12.5% | +130.2% | -117.7% | -3.5% |
| YTD | +11.7% | +10.7% | +1.0% | +7.2% |
| 1Y | +17.5% | +3.0% | +14.5% | +13.7% |
| 3Y | +76.6% | -13.1% | +89.6% | +69.9% |
| 5Y | +82.0% | -52.7% | +134.8% | +82.2% |
| All | +311.2% | +513.9% | -202.7% | +171.9% |
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 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