+740.1%
TEAM vs IEFA
+153.9%
+586.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.4% | -6.4% |
| 7D | -5.7% | +1.2% | -6.8% | -6.6% |
| 30D | +18.3% | -0.6% | +18.9% | +19.0% |
| 3M | +80.2% | +6.2% | +74.0% | +69.6% |
| 6M | +111.0% | +11.2% | +99.8% | +87.5% |
| YTD | +8.8% | +14.2% | -5.4% | -6.9% |
| 1Y | +2.2% | +20.0% | -17.9% | -17.0% |
| 3Y | -14.6% | +68.8% | -83.4% | -50.5% |
| 5Y | -53.8% | +52.7% | -106.4% | -70.4% |
| 10Y | +475.2% | +144.2% | +331.0% | +152.6% |
| All | +740.1% | +153.9% | +586.2% | +243.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling