+1,057.8%
TER vs TEAM
+453.4%
+604.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | +24.0% | -16.9% | +40.9% | +27.9% |
| 30D | -30.6% | -26.8% | -3.8% | -26.6% |
| 3M | -34.5% | -1.9% | -32.6% | -35.1% |
| 6M | -26.4% | +79.2% | -105.5% | -38.5% |
| YTD | +36.4% | -6.1% | +42.5% | +30.3% |
| 1Y | +47.4% | -2.1% | +49.5% | +39.1% |
| 3Y | +202.6% | -13.6% | +216.2% | +178.9% |
| 5Y | +83.9% | -65.8% | +149.7% | +105.5% |
| All | +1,057.8% | +453.4% | +604.4% | +417.1% |
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