+475.2%
TEAM vs TPR
+305.2%
+170.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.7% | -3.2% | -6.1% |
| 7D | -5.7% | -3.4% | -2.3% | -4.9% |
| 30D | +18.3% | -27.3% | +45.7% | +26.4% |
| 3M | +80.2% | -16.2% | +96.5% | +86.0% |
| 6M | +111.0% | -17.9% | +128.9% | +116.2% |
| YTD | +8.8% | -7.1% | +15.9% | +7.2% |
| 1Y | +2.2% | +13.6% | -11.5% | -5.1% |
| 3Y | -14.6% | +293.7% | -308.4% | -43.4% |
| 5Y | -53.8% | +239.1% | -292.9% | -68.7% |
| 10Y | +475.2% | +311.2% | +164.0% | +269.4% |
| All | +475.2% | +305.2% | +170.0% | +269.4% |
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