+772.7%
STM vs TEAM
+802.8%
-30.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.5% | +2.5% |
| 7D | +5.8% | -0.4% | +6.2% | +5.9% |
| 30D | -1.0% | +67.3% | -68.3% | -13.2% |
| 3M | -33.3% | +86.8% | -120.0% | -43.8% |
| 6M | +57.4% | +146.8% | -89.5% | +18.5% |
| YTD | +102.2% | +16.9% | +85.3% | +85.2% |
| 1Y | +99.6% | +12.8% | +86.8% | +83.9% |
| 3Y | +14.5% | -7.3% | +21.8% | +6.2% |
| 5Y | +21.4% | -50.7% | +72.1% | +22.7% |
| 10Y | +695.0% | +529.8% | +165.1% | +341.2% |
| All | +772.7% | +802.8% | -30.0% | +371.8% |
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 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