+15.1%
TEAM vs EWZ
+7.8%
+7.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.3% | -0.4% |
| 7D | -13.7% | -4.1% | -9.7% | -14.3% |
| 30D | -3.4% | -25.0% | +21.5% | -7.5% |
| 3M | +72.1% | -10.6% | +82.8% | +75.7% |
| 6M | +103.8% | -16.6% | +120.4% | +105.0% |
| YTD | +17.1% | +2.5% | +14.6% | +17.6% |
| 1Y | +15.1% | +8.1% | +7.0% | +11.3% |
| All | +15.1% | +7.8% | +7.3% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 1y: compounded portfolio wealth divided by compounded EWZ 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…
1y analysis · Full analysis span regression · 6 months rolling