+113.8%
T vs TEAM
+802.8%
-688.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.9% |
| 7D | -1.3% | -0.4% | -0.8% | -1.3% |
| 30D | +11.4% | +67.3% | -55.9% | +9.9% |
| 3M | +14.3% | +86.8% | -72.5% | +12.3% |
| 6M | -9.3% | +146.8% | -156.1% | -11.6% |
| YTD | +7.1% | +16.9% | -9.8% | +6.4% |
| 1Y | -9.1% | +12.8% | -21.9% | -9.6% |
| 3Y | +105.3% | -7.3% | +112.6% | +103.5% |
| 5Y | +66.8% | -50.7% | +117.5% | +65.7% |
| 10Y | +66.8% | +529.8% | -463.0% | +52.3% |
| All | +113.8% | +802.8% | -688.9% | +95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling