+67.6%
SPY vs TEAM
-65.2%
+132.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -16.2% | +16.5% | +2.3% |
| 7D | -2.7% | -19.8% | +17.1% | -0.2% |
| 30D | -5.4% | -21.5% | +16.1% | -2.9% |
| 3M | -4.1% | +39.5% | -43.6% | -9.3% |
| 6M | +0.7% | +73.1% | -72.4% | -8.5% |
| YTD | +8.7% | -5.2% | +13.9% | +7.1% |
| 1Y | +10.9% | -1.6% | +12.4% | +8.5% |
| 3Y | +75.0% | -11.4% | +86.4% | +68.3% |
| All | +67.6% | -65.2% | +132.8% | +81.0% |
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 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