-52.3%
TEAM vs IJR
+39.9%
-92.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | -0.5% |
| 7D | -5.2% | -2.2% | -3.0% | -2.7% |
| 30D | +15.8% | -4.6% | +20.4% | +22.2% |
| 3M | +101.5% | +0.2% | +101.2% | +100.5% |
| 6M | +138.2% | +14.7% | +123.5% | +99.0% |
| YTD | +10.8% | +18.9% | -8.0% | -12.4% |
| 1Y | +1.7% | +19.9% | -18.2% | -20.9% |
| 3Y | -16.0% | +53.0% | -69.1% | -54.5% |
| All | -52.3% | +39.9% | -92.2% | -68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling