+2.2%
TEAM vs TMF
-21.2%
+23.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.8% | -6.9% |
| 7D | -5.7% | +1.0% | -6.7% | -5.8% |
| 30D | +18.3% | -1.8% | +20.2% | +18.4% |
| 3M | +80.2% | -8.2% | +88.5% | +80.0% |
| 6M | +111.0% | -19.5% | +130.5% | +113.2% |
| YTD | +8.8% | -16.0% | +24.8% | +10.0% |
| 1Y | +2.2% | -22.5% | +24.6% | +5.0% |
| All | +2.2% | -21.2% | +23.3% | +5.0% |
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