+494.0%
TEAM vs RJF
+429.5%
+64.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.5% |
| 7D | -7.8% | -4.2% | -3.6% | -6.2% |
| 30D | +16.5% | -3.6% | +20.1% | +18.2% |
| 3M | +96.2% | +15.6% | +80.5% | +85.7% |
| 6M | +130.2% | +17.6% | +112.6% | +115.4% |
| YTD | +10.7% | +9.2% | +1.5% | +6.2% |
| 1Y | +3.0% | +5.5% | -2.5% | +0.1% |
| 3Y | -13.1% | +70.3% | -83.4% | -29.7% |
| 5Y | -52.7% | +106.0% | -158.8% | -63.5% |
| All | +494.0% | +429.5% | +64.5% | +250.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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