+475.2%
TEAM vs STZ
-14.3%
+489.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.6% | -1.3% | -5.5% |
| 7D | -5.7% | -7.4% | +1.7% | -3.8% |
| 30D | +18.3% | -10.9% | +29.2% | +21.7% |
| 3M | +80.2% | -13.4% | +93.7% | +86.7% |
| 6M | +111.0% | -16.2% | +127.2% | +117.8% |
| YTD | +8.8% | -10.4% | +19.3% | +9.4% |
| 1Y | +2.2% | -14.8% | +16.9% | +4.0% |
| 3Y | -14.6% | -50.1% | +35.5% | +0.6% |
| 5Y | -53.8% | -38.8% | -15.0% | -48.5% |
| 10Y | +475.2% | -14.1% | +489.3% | +462.0% |
| All | +475.2% | -14.3% | +489.5% | +462.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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