+347.6%
SPY vs TEAM
+802.8%
-455.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | 0.0% |
| 7D | +0.1% | -0.4% | +0.5% | +0.1% |
| 30D | +0.1% | +67.3% | -67.2% | -7.4% |
| 3M | +2.0% | +86.8% | -84.8% | -7.6% |
| 6M | +13.0% | +146.8% | -133.8% | -3.3% |
| YTD | +13.5% | +16.9% | -3.4% | +8.3% |
| 1Y | +20.0% | +12.8% | +7.2% | +14.6% |
| 3Y | +77.2% | -7.3% | +84.5% | +69.3% |
| 5Y | +81.9% | -50.7% | +132.6% | +80.2% |
| 10Y | +314.1% | +529.8% | -215.8% | +193.6% |
| All | +347.6% | +802.8% | -455.2% | +210.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling