+452.0%
TEAM vs EWT
+448.2%
+3.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +1.7% |
| 7D | -16.9% | +13.2% | -30.2% | -23.9% |
| 30D | -26.8% | -14.3% | -12.5% | -19.9% |
| 3M | -1.9% | -8.4% | +6.5% | +1.9% |
| 6M | +79.2% | +3.7% | +75.5% | +63.3% |
| YTD | -6.1% | +53.1% | -59.2% | -38.7% |
| 1Y | -2.1% | +55.5% | -57.6% | -37.0% |
| 3Y | -13.6% | +155.6% | -169.3% | -65.1% |
| 5Y | -65.8% | +119.3% | -185.1% | -84.1% |
| All | +452.0% | +448.2% | +3.8% | +31.7% |
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