+34.1%
TEAM vs TE
-53.2%
+87.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.7% | +7.8% | +1.8% |
| 7D | -7.8% | +0.9% | -8.6% | -8.0% |
| 30D | +16.5% | -16.3% | +32.8% | +18.3% |
| 3M | +96.2% | -40.8% | +136.9% | +103.0% |
| 6M | +130.2% | -42.6% | +172.8% | +131.8% |
| YTD | +10.7% | -31.4% | +42.2% | +6.7% |
| 1Y | +3.0% | +144.9% | -141.9% | -22.2% |
| 3Y | -13.1% | -26.0% | +12.9% | -25.9% |
| 5Y | -52.7% | -48.5% | -4.3% | -57.5% |
| All | +34.1% | -53.2% | +87.3% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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