Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TER vs TEAM✓SelectedUSD · TEAMTER vs TEAM performance historyLatest closeAs of+4.21%09/08
Stock and ETF performance explorer

TER vs TEAM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+213.5%
TEAM return
+2.0%
Excess return
+211.5%
Maximum drawdown
-34.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioTEAMExcessAlpha
1D+4.2%-6.9%+11.2%+2.7%
7D+11.0%-5.7%+16.6%+9.7%
30D-1.9%+18.3%-20.2%+2.2%
3M-0.7%+80.2%-80.9%+19.0%
6M+36.4%+111.0%-74.6%+69.1%
YTD+92.4%+8.8%+83.6%+132.4%
1Y+213.5%+2.2%+211.4%+268.3%
All+213.5%+2.0%+211.5%+268.3%

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