+443.6%
TEAM vs SPY
+307.0%
+136.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.1% |
| 7D | -2.4% | +2.6% | -5.0% | -5.5% |
| 30D | -26.7% | -2.0% | -24.7% | -24.9% |
| 3M | -9.6% | -2.8% | -6.9% | -6.4% |
| 6M | +86.0% | +2.1% | +83.9% | +81.0% |
| YTD | -7.5% | +11.5% | -19.0% | -19.8% |
| 1Y | -1.4% | +13.5% | -14.8% | -16.4% |
| 3Y | -14.3% | +77.7% | -92.0% | -57.7% |
| 5Y | -66.3% | +72.6% | -138.9% | -82.0% |
| All | +443.6% | +307.0% | +136.6% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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