+82.1%
T vs TEAM
+631.8%
-549.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -16.2% | +15.3% | -0.5% |
| 7D | +1.0% | -19.8% | +20.9% | +1.5% |
| 30D | -10.6% | -21.5% | +10.9% | -10.2% |
| 3M | -7.7% | +39.5% | -47.2% | -8.7% |
| 6M | -13.3% | +73.1% | -86.4% | -14.8% |
| YTD | -8.8% | -5.2% | -3.6% | -9.0% |
| 1Y | -8.4% | -1.6% | -6.8% | -8.8% |
| 3Y | +59.6% | -11.4% | +71.1% | +57.8% |
| 5Y | +52.1% | -65.1% | +117.2% | +52.4% |
| 10Y | +56.9% | +471.3% | -414.4% | +43.5% |
| All | +82.1% | +631.8% | -549.7% | +66.7% |
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 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