+443.6%
TEAM vs IAG
+389.3%
+54.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.6% |
| 7D | -2.4% | -7.7% | +5.3% | -1.9% |
| 30D | -26.7% | +1.6% | -28.3% | -26.9% |
| 3M | -9.6% | -2.4% | -7.2% | -9.8% |
| 6M | +86.0% | -7.8% | +93.9% | +86.0% |
| YTD | -7.5% | +5.0% | -12.5% | -9.2% |
| 1Y | -1.4% | +25.7% | -27.0% | -4.5% |
| 3Y | -14.3% | +694.5% | -708.8% | -28.6% |
| 5Y | -66.3% | +421.7% | -488.0% | -71.9% |
| All | +443.6% | +389.3% | +54.4% | +359.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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