+307.8%
SPY vs TEAM
+445.0%
-137.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.2% |
| 7D | +2.6% | -2.4% | +5.0% | +2.9% |
| 30D | -2.0% | -26.7% | +24.7% | +1.9% |
| 3M | -2.8% | -9.6% | +6.9% | -2.1% |
| 6M | +2.1% | +86.0% | -83.9% | -9.1% |
| YTD | +11.5% | -7.5% | +19.0% | +9.1% |
| 1Y | +13.5% | -1.4% | +14.8% | +9.7% |
| 3Y | +77.7% | -14.3% | +92.0% | +69.9% |
| 5Y | +72.6% | -66.3% | +138.9% | +81.4% |
| All | +307.8% | +445.0% | -137.2% | +175.8% |
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