+422.5%
STM vs TEAM
+495.8%
-73.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.8% | +6.0% | +6.6% |
| 7D | -5.6% | -17.2% | +11.6% | -1.8% |
| 30D | -14.4% | -25.1% | +10.6% | -9.1% |
| 3M | -20.5% | +3.9% | -24.4% | -22.7% |
| 6M | -24.5% | +69.1% | -93.6% | -37.7% |
| YTD | +72.7% | -4.5% | +77.2% | +63.1% |
| 1Y | +91.0% | -1.9% | +92.9% | +78.8% |
| 3Y | +13.5% | -9.3% | +22.8% | +2.7% |
| 5Y | -9.2% | -65.2% | +56.0% | +1.7% |
| 10Y | +422.5% | +467.0% | -44.5% | +132.9% |
| All | +422.5% | +495.8% | -73.2% | +132.9% |
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