-9.6%
TLT vs TEAM
+625.9%
-635.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.5% | 0.0% |
| 7D | -1.0% | -19.7% | +18.7% | -0.8% |
| 30D | +3.7% | -26.6% | +30.3% | +3.9% |
| 3M | -0.8% | -1.1% | +0.3% | -0.8% |
| 6M | -3.6% | +74.6% | -78.2% | -4.2% |
| YTD | -3.9% | -6.0% | +2.1% | -4.1% |
| 1Y | -6.2% | -3.2% | -3.0% | -6.4% |
| 3Y | +4.2% | -13.5% | +17.7% | +3.9% |
| 5Y | -34.7% | -65.5% | +30.8% | -35.5% |
| 10Y | -11.8% | +454.5% | -466.3% | -4.7% |
| All | -9.6% | +625.9% | -635.6% | -1.5% |
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