+502.9%
TEAM vs EXPE
+153.6%
+349.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +1.0% |
| 7D | -4.7% | -11.5% | +6.8% | -0.4% |
| 30D | +17.0% | -13.1% | +30.1% | +22.7% |
| 3M | +85.9% | +18.1% | +67.8% | +75.8% |
| 6M | +116.7% | +13.3% | +103.4% | +107.8% |
| YTD | +9.6% | -3.2% | +12.8% | +10.1% |
| 1Y | -2.5% | +26.1% | -28.7% | -11.1% |
| 3Y | -14.0% | +151.7% | -165.7% | -39.4% |
| 5Y | -53.1% | +88.3% | -141.4% | -64.5% |
| 10Y | +502.9% | +158.0% | +344.9% | +291.7% |
| All | +502.9% | +153.6% | +349.3% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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