+3.0%
TEAM vs EWZ
+35.8%
-32.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +1.5% |
| 7D | -7.8% | +1.1% | -8.9% | -7.3% |
| 30D | +16.5% | +13.5% | +3.1% | +22.5% |
| 3M | +96.2% | +15.2% | +80.9% | +105.6% |
| 6M | +130.2% | +3.7% | +126.5% | +133.9% |
| YTD | +10.7% | +22.5% | -11.8% | +9.8% |
| 1Y | +3.0% | +35.3% | -32.2% | -3.5% |
| All | +3.0% | +35.8% | -32.7% | -3.5% |
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