+68.4%
T vs TEAM
+481.6%
-413.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.8% |
| 7D | -3.1% | -4.7% | +1.6% | -3.0% |
| 30D | +4.6% | +17.0% | -12.5% | +4.1% |
| 3M | +12.2% | +85.9% | -73.7% | +10.2% |
| 6M | -6.5% | +116.7% | -123.1% | -8.7% |
| YTD | +4.9% | +9.6% | -4.7% | +4.4% |
| 1Y | -10.5% | -2.5% | -7.9% | -10.6% |
| 3Y | +104.6% | -14.0% | +118.6% | +103.1% |
| 5Y | +64.2% | -53.1% | +117.3% | +63.3% |
| 10Y | +68.4% | +502.9% | -434.5% | +51.6% |
| All | +68.4% | +481.6% | -413.2% | +51.6% |
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