+99.1%
V vs TEAM
-65.2%
+164.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -16.2% | +16.2% | +1.9% |
| 7D | +2.2% | -19.8% | +22.0% | +4.6% |
| 30D | +13.6% | -21.5% | +35.1% | +16.4% |
| 3M | +14.3% | +39.5% | -25.2% | +8.3% |
| 6M | +33.1% | +73.1% | -40.0% | +21.4% |
| YTD | +21.2% | -5.2% | +26.5% | +18.9% |
| 1Y | +26.4% | -1.6% | +28.0% | +23.3% |
| 3Y | +77.6% | -11.4% | +89.0% | +69.7% |
| All | +99.1% | -65.2% | +164.2% | +115.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling