+151.8%
TER vs TEAM
-13.4%
+165.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -16.2% | +18.7% | +2.4% |
| 7D | -20.5% | -19.8% | -0.6% | -20.6% |
| 30D | -47.0% | -21.5% | -25.5% | -47.1% |
| 3M | -43.3% | +39.5% | -82.8% | -43.1% |
| 6M | -42.9% | +73.1% | -116.0% | -43.1% |
| YTD | +12.9% | -5.2% | +18.1% | +26.4% |
| 1Y | +18.2% | -1.6% | +19.7% | +31.1% |
| 3Y | +151.8% | -11.4% | +163.2% | +161.1% |
| All | +151.8% | -13.4% | +165.2% | +161.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling