+746.4%
TEAM vs IJR
+197.2%
+549.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.6% |
| 7D | -4.7% | -1.1% | -3.6% | -3.8% |
| 30D | +17.0% | -3.6% | +20.7% | +20.3% |
| 3M | +85.9% | +2.3% | +83.6% | +82.5% |
| 6M | +116.7% | +14.3% | +102.3% | +94.2% |
| YTD | +9.6% | +19.3% | -9.7% | -5.5% |
| 1Y | -2.5% | +22.6% | -25.1% | -17.8% |
| 3Y | -14.0% | +53.5% | -67.5% | -38.2% |
| 5Y | -53.1% | +39.9% | -93.0% | -63.1% |
| 10Y | +502.9% | +172.1% | +330.9% | +199.0% |
| All | +746.4% | +197.2% | +549.1% | +285.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling