+62.5%
T vs TEAM
+445.0%
-382.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | 0.0% |
| 7D | +2.5% | -2.4% | +4.9% | +2.6% |
| 30D | -3.8% | -26.7% | +22.9% | -3.2% |
| 3M | -8.7% | -9.6% | +0.9% | -8.7% |
| 6M | -8.1% | +86.0% | -94.2% | -9.9% |
| YTD | -6.4% | -7.5% | +1.0% | -6.6% |
| 1Y | -9.8% | -1.4% | -8.4% | -10.1% |
| 3Y | +65.5% | -14.3% | +79.8% | +63.6% |
| 5Y | +57.0% | -66.3% | +123.3% | +57.6% |
| All | +62.5% | +445.0% | -382.5% | +50.0% |
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