-65.7%
TEAM vs DOW
-29.7%
-36.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.7% | -4.6% |
| 7D | -22.2% | -6.8% | -15.4% | -20.5% |
| 30D | -28.1% | +10.8% | -38.9% | -30.4% |
| 3M | -2.2% | +4.1% | -6.3% | -3.6% |
| 6M | +62.2% | -12.7% | +75.0% | +67.8% |
| YTD | -8.4% | +39.2% | -47.6% | -23.4% |
| 1Y | -6.6% | +49.5% | -56.1% | -24.6% |
| 3Y | -15.7% | -24.4% | +8.7% | -10.4% |
| 5Y | -65.7% | -29.6% | -36.2% | -59.0% |
| All | -65.7% | -29.7% | -36.1% | -59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling