+53.4%
T vs TEAM
-65.2%
+118.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -16.2% | +15.3% | -0.6% |
| 7D | +1.0% | -19.8% | +20.9% | +1.4% |
| 30D | -10.6% | -21.5% | +10.9% | -10.3% |
| 3M | -7.7% | +39.5% | -47.2% | -8.6% |
| 6M | -13.3% | +73.1% | -86.4% | -14.5% |
| YTD | -8.8% | -5.2% | -3.6% | -8.7% |
| 1Y | -8.4% | -1.6% | -6.8% | -8.4% |
| 3Y | +59.6% | -11.4% | +71.1% | +57.9% |
| All | +53.4% | -65.2% | +118.6% | +49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling