-14.3%
TEAM vs TMF
-32.2%
+17.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.4% |
| 7D | -2.4% | -9.3% | +6.9% | -1.7% |
| 30D | -26.7% | +1.9% | -28.6% | -26.9% |
| 3M | -9.6% | -11.2% | +1.6% | -9.1% |
| 6M | +86.0% | -17.7% | +103.8% | +87.7% |
| YTD | -7.5% | -24.5% | +17.0% | -6.2% |
| 1Y | -1.4% | -29.4% | +28.1% | +0.3% |
| 3Y | -14.3% | -33.4% | +19.1% | -13.7% |
| All | -14.3% | -32.2% | +17.9% | -13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling