+59.2%
TEAM vs DOW
-15.2%
+74.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | -7.8% | -2.4% | -5.4% | -7.4% |
| 30D | +16.5% | -4.1% | +20.6% | +17.4% |
| 3M | +96.2% | -12.4% | +108.6% | +100.4% |
| 6M | +130.2% | -10.6% | +140.8% | +132.1% |
| YTD | +10.7% | +31.1% | -20.3% | +1.9% |
| 1Y | +3.0% | +30.5% | -27.5% | -5.7% |
| 3Y | -13.1% | -34.4% | +21.3% | -9.8% |
| 5Y | -52.7% | -35.5% | -17.2% | -50.8% |
| All | +59.2% | -15.2% | +74.4% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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