+467.0%
TEAM vs ACWI
+226.8%
+240.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -2.5% |
| 7D | -17.2% | +0.3% | -17.5% | -17.7% |
| 30D | -25.1% | -2.8% | -22.3% | -22.4% |
| 3M | +3.9% | -3.2% | +7.1% | +8.0% |
| 6M | +69.1% | +1.3% | +67.8% | +65.1% |
| YTD | -4.5% | +11.2% | -15.7% | -18.4% |
| 1Y | -1.9% | +13.8% | -15.6% | -18.7% |
| 3Y | -9.3% | +76.2% | -85.5% | -56.4% |
| 5Y | -65.2% | +59.5% | -124.6% | -80.4% |
| 10Y | +467.0% | +222.2% | +244.8% | +52.7% |
| All | +467.0% | +226.8% | +240.1% | +52.7% |
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