+12.8%
TEAM vs EFA
+23.1%
-10.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | -0.4% | +0.6% | -1.0% | -0.3% |
| 30D | +67.3% | +0.9% | +66.4% | +67.5% |
| 3M | +86.8% | +4.9% | +81.9% | +90.5% |
| 6M | +146.8% | +8.6% | +138.3% | +150.1% |
| YTD | +16.9% | +14.6% | +2.3% | +15.3% |
| 1Y | +12.8% | +22.6% | -9.8% | +7.8% |
| All | +12.8% | +23.1% | -10.4% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 1y: compounded portfolio wealth divided by compounded EFA 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…
1y analysis · Full analysis span regression · 6 months rolling