+108.2%
T vs TEAM
-14.9%
+123.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.6% | -0.4% |
| 7D | -1.5% | -5.7% | +4.1% | -1.6% |
| 30D | +7.6% | +18.3% | -10.7% | +7.8% |
| 3M | +15.3% | +80.2% | -64.9% | +15.8% |
| 6M | -8.5% | +111.0% | -119.4% | -7.4% |
| YTD | +6.8% | +8.8% | -2.0% | +7.4% |
| 1Y | -7.2% | +2.2% | -9.4% | -6.8% |
| 3Y | +108.2% | -14.6% | +122.9% | +109.2% |
| All | +108.2% | -14.9% | +123.1% | +109.2% |
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