+443.6%
TEAM vs EFX
+80.5%
+363.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.9% |
| 7D | -2.4% | -0.8% | -1.6% | -2.0% |
| 30D | -26.7% | +25.1% | -51.8% | -36.2% |
| 3M | -9.6% | +1.7% | -11.3% | -11.3% |
| 6M | +86.0% | +18.4% | +67.7% | +69.9% |
| YTD | -7.5% | -12.5% | +5.0% | -1.5% |
| 1Y | -1.4% | -8.1% | +6.7% | +2.1% |
| 3Y | -14.3% | +4.8% | -19.1% | -21.4% |
| 5Y | -66.3% | -30.1% | -36.2% | -62.7% |
| All | +443.6% | +80.5% | +363.2% | +317.7% |
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