+494.4%
TEAM vs EFX
+42.6%
+451.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.3% |
| 7D | -5.2% | -4.5% | -0.7% | -2.6% |
| 30D | +15.8% | -6.1% | +21.8% | +20.2% |
| 3M | +101.5% | +6.2% | +95.2% | +97.4% |
| 6M | +138.2% | -11.2% | +149.4% | +157.1% |
| YTD | +10.8% | -21.4% | +32.2% | +26.7% |
| 1Y | +1.7% | -34.3% | +36.0% | +27.3% |
| 3Y | -16.0% | -12.5% | -3.5% | -13.8% |
| 5Y | -52.7% | -35.6% | -17.1% | -44.2% |
| All | +494.4% | +42.6% | +451.9% | +432.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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