+673.8%
STX vs TEAM
-13.9%
+687.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -3.1% |
| 7D | +14.6% | -2.4% | +17.0% | +14.7% |
| 30D | -26.0% | -26.7% | +0.8% | -25.5% |
| 3M | -42.6% | -9.6% | -33.0% | -42.4% |
| 6M | -35.3% | +86.0% | -121.3% | -37.2% |
| YTD | +92.5% | -7.5% | +100.0% | +105.4% |
| 1Y | +102.4% | -1.4% | +103.7% | +113.7% |
| 3Y | +673.8% | -14.3% | +688.1% | +711.9% |
| All | +673.8% | -13.9% | +687.7% | +711.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling