+494.4%
TEAM vs EFA
+146.6%
+347.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.9% |
| 7D | -5.2% | -1.5% | -3.7% | -3.8% |
| 30D | +15.8% | -1.7% | +17.4% | +17.5% |
| 3M | +101.5% | +3.5% | +98.0% | +94.3% |
| 6M | +138.2% | +9.5% | +128.7% | +114.4% |
| YTD | +10.8% | +12.9% | -2.0% | -4.4% |
| 1Y | +1.7% | +18.2% | -16.5% | -16.6% |
| 3Y | -16.0% | +64.8% | -80.9% | -50.8% |
| 5Y | -52.7% | +53.9% | -106.6% | -70.3% |
| All | +494.4% | +146.6% | +347.9% | +156.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling