+1,669.7%
TER vs TEAM
+519.5%
+1,150.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.1% | +6.0% |
| 7D | +0.6% | -0.4% | +1.1% | +0.6% |
| 30D | -8.3% | +67.3% | -75.6% | -18.5% |
| 3M | -12.2% | +86.8% | -99.0% | -25.1% |
| 6M | +17.1% | +146.8% | -129.7% | -10.5% |
| YTD | +84.7% | +16.9% | +67.7% | +70.6% |
| 1Y | +199.9% | +12.8% | +187.1% | +177.8% |
| 3Y | +232.8% | -7.3% | +240.0% | +209.2% |
| 5Y | +198.6% | -50.7% | +249.3% | +206.5% |
| All | +1,669.7% | +519.5% | +1,150.2% | +689.5% |
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 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