+66.3%
UBER vs TEAM
+23.7%
+42.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +0.5% | -16.9% | +17.4% | +5.7% |
| 30D | -3.1% | -26.8% | +23.7% | +5.6% |
| 3M | -8.3% | -1.9% | -6.4% | -9.6% |
| 6M | -9.5% | +79.2% | -88.6% | -29.1% |
| YTD | -15.4% | -6.1% | -9.3% | -20.4% |
| 1Y | -26.1% | -2.1% | -24.1% | -31.6% |
| 3Y | +34.0% | -13.6% | +47.6% | +18.7% |
| 5Y | +53.2% | -65.8% | +119.0% | +78.7% |
| All | +66.3% | +23.7% | +42.6% | -5.5% |
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 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