+452.0%
TEAM vs EXPE
+126.2%
+325.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.3% |
| 7D | -16.9% | -4.2% | -12.7% | -15.4% |
| 30D | -26.8% | -4.5% | -22.3% | -26.2% |
| 3M | -1.9% | -19.7% | +17.8% | +4.7% |
| 6M | +79.2% | +18.3% | +60.9% | +67.5% |
| YTD | -6.1% | -7.3% | +1.3% | -5.2% |
| 1Y | -2.1% | -3.9% | +1.8% | -2.6% |
| 3Y | -13.6% | +123.0% | -136.6% | -37.0% |
| 5Y | -65.8% | +47.9% | -113.7% | -73.0% |
| All | +452.0% | +126.2% | +325.8% | +246.2% |
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