+637.6%
TEAM vs SPY
+336.7%
+301.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -2.1% |
| 7D | -17.2% | +0.1% | -17.3% | -17.5% |
| 30D | -25.1% | -3.3% | -21.8% | -21.9% |
| 3M | +3.9% | -2.4% | +6.3% | +7.2% |
| 6M | +69.1% | +2.6% | +66.5% | +63.5% |
| YTD | -4.5% | +11.2% | -15.7% | -17.0% |
| 1Y | -1.9% | +13.4% | -15.2% | -16.9% |
| 3Y | -9.3% | +79.9% | -89.2% | -56.0% |
| 5Y | -65.2% | +72.2% | -137.3% | -81.3% |
| 10Y | +467.0% | +307.3% | +159.7% | +18.3% |
| All | +637.6% | +336.7% | +301.0% | +36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling