+73.8%
SPYM vs TEAM
-65.8%
+139.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +3.3% | -16.9% | +20.2% | +5.4% |
| 30D | -2.6% | -26.8% | +24.2% | +0.8% |
| 3M | -1.7% | -1.9% | +0.2% | -2.2% |
| 6M | +3.1% | +79.2% | -76.0% | -6.6% |
| YTD | +12.0% | -6.1% | +18.1% | +10.5% |
| 1Y | +12.1% | -2.1% | +14.2% | +9.8% |
| 3Y | +78.5% | -13.6% | +92.2% | +72.4% |
| 5Y | +73.8% | -65.8% | +139.6% | +88.1% |
| All | +73.8% | -65.8% | +139.6% | +88.1% |
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