+12.8%
TEAM vs TMF
-15.2%
+28.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.7% |
| 7D | -0.4% | -1.4% | +1.0% | -0.2% |
| 30D | +67.3% | -2.8% | +70.1% | +67.5% |
| 3M | +86.8% | -10.9% | +97.7% | +87.5% |
| 6M | +146.8% | -21.3% | +168.1% | +151.2% |
| YTD | +16.9% | -15.9% | +32.8% | +18.5% |
| 1Y | +12.8% | -15.7% | +28.5% | +16.4% |
| All | +12.8% | -15.2% | +28.0% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 1y: compounded portfolio wealth divided by compounded TMF 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…
1y analysis · Full analysis span regression · 6 months rolling