-37.8%
U vs TEAM
+5.0%
-42.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.9% |
| 7D | +4.4% | -4.7% | +9.0% | +6.9% |
| 30D | -1.3% | +17.0% | -18.3% | -11.1% |
| 3M | +49.6% | +85.9% | -36.3% | -4.6% |
| 6M | +100.2% | +116.7% | -16.5% | +8.3% |
| YTD | -3.7% | +9.6% | -13.3% | -18.2% |
| 1Y | -6.5% | -2.5% | -4.0% | -14.8% |
| 3Y | +12.9% | -14.0% | +26.9% | -1.7% |
| 5Y | -68.3% | -53.1% | -15.2% | -61.2% |
| All | -37.8% | +5.0% | -42.7% | -58.8% |
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