+1,770.4%
TER vs TEAM
+802.8%
+967.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -18.0% |
| 3M | -12.2% | +86.8% | -99.0% | -24.5% |
| 6M | +17.1% | +146.8% | -129.7% | -9.2% |
| YTD | +84.7% | +16.9% | +67.7% | +70.8% |
| 1Y | +199.9% | +12.8% | +187.1% | +178.1% |
| 3Y | +232.8% | -7.3% | +240.0% | +210.1% |
| 5Y | +198.6% | -50.7% | +249.3% | +202.5% |
| 10Y | +1,669.7% | +529.8% | +1,139.9% | +891.4% |
| All | +1,770.4% | +802.8% | +967.6% | +910.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling