+353.6%
SPYM vs TEAM
+802.8%
-449.2%
-33.9%
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% | -7.5% |
| 3M | +2.0% | +86.8% | -84.7% | -7.7% |
| 6M | +13.1% | +146.8% | -133.8% | -3.4% |
| YTD | +13.6% | +16.9% | -3.3% | +8.3% |
| 1Y | +20.1% | +12.8% | +7.3% | +14.7% |
| 3Y | +77.6% | -7.3% | +84.8% | +69.5% |
| 5Y | +82.5% | -50.7% | +133.3% | +80.9% |
| 10Y | +317.6% | +529.8% | -212.2% | +190.7% |
| All | +353.6% | +802.8% | -449.2% | +206.3% |
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