-17.0%
TEAM vs EFA
+64.9%
-81.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +1.5% |
| 7D | -4.7% | -0.5% | -4.2% | -4.3% |
| 30D | +17.0% | -1.3% | +18.4% | +18.1% |
| 3M | +85.9% | +5.2% | +80.7% | +78.9% |
| 6M | +116.7% | +9.4% | +107.3% | +99.2% |
| YTD | +9.6% | +12.7% | -3.1% | -4.3% |
| 1Y | -2.5% | +19.3% | -21.8% | -20.7% |
| All | -17.0% | +64.9% | -81.9% | -56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling