-17.0%
TEAM vs EWZ
+45.8%
-62.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.0% |
| 7D | -4.7% | -0.1% | -4.6% | -4.7% |
| 30D | +17.0% | +8.2% | +8.9% | +15.4% |
| 3M | +85.9% | +13.3% | +72.6% | +80.4% |
| 6M | +116.7% | +3.6% | +113.1% | +113.5% |
| YTD | +9.6% | +21.0% | -11.3% | +0.3% |
| 1Y | -2.5% | +34.7% | -37.2% | -15.7% |
| All | -17.0% | +45.8% | -62.8% | -33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling