+1.7%
TEAM vs IEFA
+18.9%
-17.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | +0.3% |
| 7D | -5.2% | -1.6% | -3.6% | -5.5% |
| 30D | +15.8% | -1.5% | +17.3% | +15.4% |
| 3M | +101.5% | +3.4% | +98.0% | +104.4% |
| 6M | +138.2% | +9.5% | +128.7% | +140.6% |
| YTD | +10.8% | +13.0% | -2.2% | +7.7% |
| 1Y | +1.7% | +18.0% | -16.3% | -4.8% |
| All | +1.7% | +18.9% | -17.2% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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