+3,696.0%
STX vs TEAM
+802.8%
+2,893.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.6% | +9.0% | +6.7% |
| 7D | +2.4% | -0.4% | +2.8% | +2.4% |
| 30D | +1.4% | +67.3% | -65.9% | -6.1% |
| 3M | -8.2% | +86.8% | -95.0% | -17.2% |
| 6M | +127.0% | +146.8% | -19.8% | +92.4% |
| YTD | +209.1% | +16.9% | +192.2% | +195.4% |
| 1Y | +365.4% | +12.8% | +352.6% | +344.7% |
| 3Y | +1,135.4% | -7.3% | +1,142.7% | +1,084.6% |
| 5Y | +991.5% | -50.7% | +1,042.2% | +992.6% |
| 10Y | +3,695.8% | +529.8% | +3,166.0% | +2,213.1% |
| All | +3,696.0% | +802.8% | +2,893.2% | +2,079.7% |
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