-52.7%
TEAM vs IEFA
+48.7%
-101.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +2.1% |
| 7D | -7.8% | -2.4% | -5.3% | -5.1% |
| 30D | +16.5% | -2.1% | +18.7% | +19.5% |
| 3M | +96.2% | +5.5% | +90.6% | +82.7% |
| 6M | +130.2% | +8.1% | +122.1% | +103.8% |
| YTD | +10.7% | +11.9% | -1.2% | -8.2% |
| 1Y | +3.0% | +18.1% | -15.1% | -21.3% |
| 3Y | -13.1% | +65.5% | -78.5% | -60.9% |
| 5Y | -52.7% | +50.1% | -102.8% | -75.4% |
| All | -52.7% | +48.7% | -101.4% | -75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling