+1,006.2%
TER vs TEAM
+444.3%
+561.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.8% | +0.5% |
| 7D | -8.9% | -22.2% | +13.3% | -4.8% |
| 30D | -39.1% | -28.1% | -10.9% | -35.3% |
| 3M | -32.8% | -2.2% | -30.6% | -33.4% |
| 6M | -31.7% | +62.2% | -94.0% | -41.8% |
| YTD | +26.9% | -8.4% | +35.3% | +21.8% |
| 1Y | +33.6% | -6.6% | +40.2% | +27.4% |
| 3Y | +181.5% | -15.7% | +197.2% | +160.6% |
| 5Y | +76.1% | -65.7% | +141.9% | +96.0% |
| 10Y | +1,006.2% | +441.0% | +565.3% | +395.8% |
| All | +1,006.2% | +444.3% | +561.9% | +395.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling