+494.0%
TEAM vs EWZ
+96.6%
+397.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.8% |
| 7D | -7.8% | +1.1% | -8.9% | -8.0% |
| 30D | +16.5% | +13.5% | +3.1% | +13.3% |
| 3M | +96.2% | +15.2% | +80.9% | +89.2% |
| 6M | +130.2% | +3.7% | +126.5% | +126.6% |
| YTD | +10.7% | +22.5% | -11.8% | +4.2% |
| 1Y | +3.0% | +35.3% | -32.2% | -5.6% |
| 3Y | -13.1% | +50.2% | -63.3% | -22.7% |
| 5Y | -52.7% | +64.6% | -117.3% | -59.2% |
| All | +494.0% | +96.6% | +397.4% | +370.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling