+43.2%
TER vs TEAM
+8.9%
+34.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.6% | -6.2% | -6.9% |
| 7D | -19.9% | -13.7% | -6.1% | -22.6% |
| 30D | -43.5% | -3.4% | -40.1% | -43.9% |
| 3M | -37.8% | +72.1% | -109.9% | -28.1% |
| 6M | -25.6% | +103.8% | -129.4% | -6.0% |
| YTD | +29.8% | +17.1% | +12.7% | +62.3% |
| 1Y | +43.2% | +15.1% | +28.1% | +80.5% |
| All | +43.2% | +8.9% | +34.2% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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