+328.3%
SPY vs TEAM
+631.8%
-303.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -16.2% | +16.5% | +2.4% |
| 7D | -2.7% | -19.8% | +17.1% | -0.1% |
| 30D | -5.4% | -21.5% | +16.1% | -2.7% |
| 3M | -4.1% | +39.5% | -43.6% | -9.6% |
| 6M | +0.7% | +73.1% | -72.4% | -8.9% |
| YTD | +8.7% | -5.2% | +13.9% | +6.0% |
| 1Y | +10.9% | -1.6% | +12.4% | +7.4% |
| 3Y | +75.0% | -11.4% | +86.4% | +67.0% |
| 5Y | +67.8% | -65.1% | +132.9% | +73.6% |
| 10Y | +312.9% | +471.3% | -158.5% | +197.0% |
| All | +328.3% | +631.8% | -303.5% | +203.4% |
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