+74.5%
UBER vs TEAM
+45.9%
+28.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.8% |
| 7D | -4.5% | -7.8% | +3.3% | -2.1% |
| 30D | -7.6% | +16.5% | -24.2% | -12.5% |
| 3M | +5.8% | +96.2% | -90.4% | -17.4% |
| 6M | +0.3% | +130.2% | -129.9% | -28.7% |
| YTD | -11.2% | +10.7% | -21.9% | -19.5% |
| 1Y | -23.0% | +3.0% | -26.0% | -28.6% |
| 3Y | +53.6% | -13.1% | +66.7% | +39.6% |
| 5Y | +81.9% | -52.7% | +134.6% | +89.8% |
| All | +74.5% | +45.9% | +28.7% | -4.4% |
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 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