+454.5%
TEAM vs TPR
+378.8%
+75.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +3.0% |
| 7D | -19.7% | +6.4% | -26.1% | -20.9% |
| 30D | -26.6% | +13.8% | -40.4% | -29.0% |
| 3M | -1.1% | -16.6% | +15.6% | +2.0% |
| 6M | +74.6% | +0.7% | +73.9% | +71.7% |
| YTD | -6.0% | +5.3% | -11.3% | -10.3% |
| 1Y | -3.2% | +32.4% | -35.6% | -13.2% |
| 3Y | -13.5% | +406.4% | -419.9% | -46.2% |
| 5Y | -65.5% | +227.9% | -293.4% | -76.8% |
| 10Y | +454.5% | +371.7% | +82.8% | +246.3% |
| All | +454.5% | +378.8% | +75.7% | +246.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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