+3,676.0%
STX vs TEAM
+476.5%
+3,199.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.9% | +13.4% | +7.3% |
| 7D | +10.7% | -5.7% | +16.4% | +11.3% |
| 30D | +11.3% | +18.3% | -7.1% | +8.6% |
| 3M | +3.2% | +80.2% | -77.0% | -6.3% |
| 6M | +157.0% | +111.0% | +46.0% | +123.8% |
| YTD | +229.2% | +8.8% | +220.4% | +218.5% |
| 1Y | +381.8% | +2.2% | +379.7% | +368.4% |
| 3Y | +1,383.2% | -14.6% | +1,397.8% | +1,343.3% |
| 5Y | +1,144.9% | -53.8% | +1,198.7% | +1,159.8% |
| 10Y | +3,676.0% | +475.2% | +3,200.8% | +2,320.5% |
| All | +3,676.0% | +476.5% | +3,199.5% | +2,320.5% |
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