+494.4%
TEAM vs IJH
+184.0%
+310.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.6% |
| 7D | -5.2% | -1.9% | -3.4% | -3.6% |
| 30D | +15.8% | -4.6% | +20.4% | +20.7% |
| 3M | +101.5% | -1.2% | +102.6% | +103.4% |
| 6M | +138.2% | +9.4% | +128.8% | +117.2% |
| YTD | +10.8% | +13.3% | -2.5% | -2.8% |
| 1Y | +1.7% | +13.4% | -11.7% | -10.9% |
| 3Y | -16.0% | +50.4% | -66.5% | -42.0% |
| 5Y | -52.7% | +49.0% | -101.7% | -65.7% |
| All | +494.4% | +184.0% | +310.4% | +184.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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