-65.4%
TEAM vs TMF
-88.6%
+23.2%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.3% |
| 7D | -2.4% | -9.3% | +6.9% | -1.2% |
| 30D | -26.7% | +1.9% | -28.6% | -27.0% |
| 3M | -9.6% | -11.2% | +1.6% | -8.4% |
| 6M | +86.0% | -17.7% | +103.8% | +90.1% |
| YTD | -7.5% | -24.5% | +17.0% | -4.6% |
| 1Y | -1.4% | -29.4% | +28.1% | +2.6% |
| 3Y | -14.3% | -33.4% | +19.1% | -12.9% |
| All | -65.4% | -88.6% | +23.2% | -63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling