-7.0%
TLT vs TEAM
-2.6%
-4.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.4% |
| 7D | -3.1% | -2.4% | -0.7% | -3.1% |
| 30D | +1.0% | -26.7% | +27.8% | +1.2% |
| 3M | -2.7% | -9.6% | +6.9% | -2.7% |
| 6M | -4.1% | +86.0% | -90.2% | -4.6% |
| YTD | -5.4% | -7.5% | +2.1% | -5.1% |
| 1Y | -7.0% | -1.4% | -5.7% | -6.4% |
| All | -7.0% | -2.6% | -4.4% | -6.4% |
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