+746.4%
TEAM vs IJH
+208.4%
+538.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.7% |
| 7D | -4.7% | -0.7% | -3.9% | -4.0% |
| 30D | +17.0% | -3.8% | +20.9% | +21.2% |
| 3M | +85.9% | 0.0% | +85.9% | +85.6% |
| 6M | +116.7% | +8.8% | +107.9% | +98.5% |
| YTD | +9.6% | +13.5% | -3.9% | -4.1% |
| 1Y | -2.5% | +15.4% | -17.9% | -16.1% |
| 3Y | -14.0% | +50.9% | -64.9% | -41.1% |
| 5Y | -53.1% | +47.8% | -100.9% | -65.9% |
| 10Y | +502.9% | +183.1% | +319.9% | +156.5% |
| All | +746.4% | +208.4% | +538.0% | +216.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling