+475.2%
TEAM vs STT
+264.2%
+211.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.2% | -5.7% | -6.5% |
| 7D | -5.7% | +2.2% | -7.9% | -6.3% |
| 30D | +18.3% | +3.9% | +14.4% | +16.7% |
| 3M | +80.2% | +19.2% | +61.0% | +69.0% |
| 6M | +111.0% | +60.4% | +50.6% | +77.6% |
| YTD | +8.8% | +51.5% | -42.7% | -6.7% |
| 1Y | +2.2% | +76.3% | -74.1% | -17.0% |
| 3Y | -14.6% | +200.7% | -215.4% | -41.5% |
| 5Y | -53.8% | +157.5% | -211.3% | -67.6% |
| 10Y | +475.2% | +262.0% | +213.2% | +263.4% |
| All | +475.2% | +264.2% | +211.1% | +263.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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