+54.6%
TER vs TEAM
-65.2%
+119.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -16.2% | +18.7% | +4.6% |
| 7D | -20.5% | -19.8% | -0.6% | -18.3% |
| 30D | -47.0% | -21.5% | -25.5% | -45.4% |
| 3M | -43.3% | +39.5% | -82.8% | -46.8% |
| 6M | -42.9% | +73.1% | -116.0% | -49.6% |
| YTD | +12.9% | -5.2% | +18.1% | +12.6% |
| 1Y | +18.2% | -1.6% | +19.7% | +16.6% |
| 3Y | +151.8% | -11.4% | +163.2% | +142.4% |
| All | +54.6% | -65.2% | +119.7% | +84.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling