-52.3%
TEAM vs TCOM
+29.4%
-81.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.2% |
| 7D | -5.2% | -4.9% | -0.3% | -3.7% |
| 30D | +15.8% | -14.4% | +30.1% | +21.3% |
| 3M | +101.5% | -17.7% | +119.1% | +113.4% |
| 6M | +138.2% | -25.1% | +163.3% | +159.1% |
| YTD | +10.8% | -45.7% | +56.6% | +32.2% |
| 1Y | +1.7% | -47.9% | +49.5% | +22.7% |
| 3Y | -16.0% | +8.9% | -25.0% | -24.7% |
| All | -52.3% | +29.4% | -81.7% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 5y: compounded portfolio wealth divided by compounded TCOM 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…
5y analysis · Full analysis span regression · 6 months rolling