+58.8%
T vs TEAM
+444.3%
-385.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +0.7% |
| 7D | +2.6% | -22.2% | +24.8% | +3.1% |
| 30D | -1.1% | -28.1% | +27.1% | -0.4% |
| 3M | -7.7% | -2.2% | -5.6% | -7.9% |
| 6M | -10.6% | +62.2% | -72.9% | -12.1% |
| YTD | -7.5% | -8.4% | +0.9% | -7.6% |
| 1Y | -7.4% | -6.6% | -0.8% | -7.6% |
| 3Y | +63.1% | -15.7% | +78.8% | +61.3% |
| 5Y | +55.2% | -65.7% | +120.9% | +55.7% |
| 10Y | +58.8% | +441.0% | -382.2% | +46.7% |
| All | +58.8% | +444.3% | -385.5% | +46.7% |
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 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