+467.0%
TEAM vs ACM
+147.1%
+319.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.2% | -4.4% | -1.2% |
| 7D | -17.2% | +6.9% | -24.1% | -19.3% |
| 30D | -25.1% | +19.1% | -44.2% | -30.0% |
| 3M | +3.9% | -6.9% | +10.8% | +6.0% |
| 6M | +69.1% | -12.0% | +81.1% | +75.6% |
| YTD | -4.5% | -25.1% | +20.7% | +4.8% |
| 1Y | -1.9% | -45.4% | +43.6% | +20.7% |
| 3Y | -9.3% | -6.9% | -2.4% | -8.6% |
| 5Y | -65.2% | +3.7% | -68.9% | -65.6% |
| 10Y | +467.0% | +135.8% | +331.2% | +348.4% |
| All | +467.0% | +147.1% | +319.9% | +348.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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