+76.8%
SPYM vs TEAM
-15.1%
+92.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.5% |
| 7D | -0.4% | -4.7% | +4.3% | 0.0% |
| 30D | -1.4% | +17.0% | -18.4% | -2.8% |
| 3M | +3.7% | +85.9% | -82.2% | -2.6% |
| 6M | +13.0% | +116.7% | -103.6% | +3.5% |
| YTD | +12.5% | +9.6% | +2.8% | +13.0% |
| 1Y | +18.6% | -2.5% | +21.1% | +21.1% |
| All | +76.8% | -15.1% | +92.0% | +78.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling