+365.2%
TMO vs TEAM
+746.4%
-381.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | -0.5% | -4.7% | +4.2% | +0.2% |
| 30D | +1.0% | +17.0% | -16.0% | -1.7% |
| 3M | +22.7% | +85.9% | -63.2% | +9.2% |
| 6M | +19.0% | +116.7% | -97.6% | +1.6% |
| YTD | +4.7% | +9.6% | -4.9% | 0.0% |
| 1Y | +26.0% | -2.5% | +28.5% | +22.4% |
| 3Y | +18.0% | -14.0% | +32.0% | +12.4% |
| 5Y | +8.0% | -53.1% | +61.1% | +7.6% |
| 10Y | +333.8% | +502.9% | -169.1% | +178.9% |
| All | +365.2% | +746.4% | -381.1% | +189.9% |
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