+494.4%
TEAM vs EWT
+523.5%
-29.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | -1.2% |
| 7D | -5.2% | -1.1% | -4.1% | -4.5% |
| 30D | +15.8% | +4.5% | +11.3% | +12.2% |
| 3M | +101.5% | +8.3% | +93.2% | +85.6% |
| 6M | +138.2% | +54.2% | +83.9% | +63.3% |
| YTD | +10.8% | +74.6% | -63.7% | -32.2% |
| 1Y | +1.7% | +84.9% | -83.2% | -41.1% |
| 3Y | -16.0% | +197.5% | -213.6% | -68.6% |
| 5Y | -52.7% | +150.6% | -203.3% | -79.4% |
| All | +494.4% | +523.5% | -29.1% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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