+460.1%
TEAM vs ACWI
+219.0%
+241.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | 0.0% | -16.1% | -16.1% |
| 7D | -19.8% | -2.4% | -17.5% | -17.5% |
| 30D | -21.5% | -5.2% | -16.3% | -16.1% |
| 3M | +39.5% | -4.8% | +44.3% | +48.7% |
| 6M | +73.1% | -1.3% | +74.4% | +74.4% |
| YTD | -5.2% | +8.4% | -13.6% | -16.3% |
| 1Y | -1.6% | +11.0% | -12.6% | -15.9% |
| 3Y | -11.4% | +70.6% | -82.0% | -55.6% |
| 5Y | -65.1% | +55.3% | -120.4% | -79.7% |
| All | +460.1% | +219.0% | +241.0% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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