-15.7%
TEAM vs DOW
-22.9%
+7.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.7% | -4.4% |
| 7D | -22.2% | -6.8% | -15.4% | -21.1% |
| 30D | -28.1% | +10.8% | -38.9% | -29.6% |
| 3M | -2.2% | +4.1% | -6.3% | -3.1% |
| 6M | +62.2% | -12.7% | +75.0% | +66.5% |
| YTD | -8.4% | +39.2% | -47.6% | -20.2% |
| 1Y | -6.6% | +49.5% | -56.1% | -21.0% |
| 3Y | -15.7% | -24.4% | +8.7% | -24.3% |
| All | -15.7% | -22.9% | +7.2% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling