-12.2%
TLT vs TEAM
+453.4%
-465.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -2.7% | -16.9% | +14.2% | -2.5% |
| 30D | +2.2% | -26.8% | +28.9% | +2.6% |
| 3M | -1.7% | -1.9% | +0.2% | -1.8% |
| 6M | -4.0% | +79.2% | -83.1% | -5.0% |
| YTD | -4.9% | -6.1% | +1.1% | -5.2% |
| 1Y | -7.4% | -2.1% | -5.3% | -7.7% |
| 3Y | +3.0% | -13.6% | +16.7% | +2.6% |
| 5Y | -35.1% | -65.8% | +30.7% | -35.8% |
| All | -12.2% | +453.4% | -465.6% | -5.6% |
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