+657.6%
STM vs TEAM
+476.5%
+181.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.9% | +6.4% | +1.1% |
| 7D | +5.2% | -5.7% | +10.9% | +6.6% |
| 30D | -7.4% | +18.3% | -25.7% | -11.5% |
| 3M | -30.6% | +80.2% | -110.9% | -41.8% |
| 6M | +66.4% | +111.0% | -44.6% | +28.3% |
| YTD | +101.1% | +8.8% | +92.3% | +86.7% |
| 1Y | +97.4% | +2.2% | +95.2% | +85.9% |
| 3Y | +21.1% | -14.6% | +35.7% | +14.0% |
| 5Y | +22.5% | -53.8% | +76.3% | +27.1% |
| 10Y | +657.6% | +475.2% | +182.4% | +251.0% |
| All | +657.6% | +476.5% | +181.1% | +251.0% |
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