+312.6%
SPYM vs TEAM
+453.4%
-140.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +3.3% | -16.9% | +20.2% | +5.7% |
| 30D | -2.6% | -26.8% | +24.2% | +1.3% |
| 3M | -1.7% | -1.9% | +0.2% | -2.2% |
| 6M | +3.1% | +79.2% | -76.0% | -7.7% |
| YTD | +12.0% | -6.1% | +18.1% | +9.3% |
| 1Y | +12.1% | -2.1% | +14.2% | +8.6% |
| 3Y | +78.5% | -13.6% | +92.2% | +70.5% |
| 5Y | +73.8% | -65.8% | +139.6% | +82.5% |
| All | +312.6% | +453.4% | -140.7% | +174.8% |
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