-16.1%
TEAM vs IJR
+51.3%
-67.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.8% |
| 7D | -7.8% | -2.3% | -5.4% | -5.8% |
| 30D | +16.5% | -4.7% | +21.2% | +21.5% |
| 3M | +96.2% | +2.1% | +94.0% | +92.2% |
| 6M | +130.2% | +13.9% | +116.3% | +102.5% |
| YTD | +10.7% | +18.2% | -7.5% | -6.9% |
| 1Y | +3.0% | +21.8% | -18.8% | -16.3% |
| All | -16.1% | +51.3% | -67.4% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 3y: compounded portfolio wealth divided by compounded IJR 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…
3y analysis · Full analysis span regression · 6 months rolling