+485.6%
V vs TEAM
+631.8%
-146.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -16.2% | +16.2% | +2.5% |
| 7D | +2.2% | -19.8% | +22.0% | +5.4% |
| 30D | +13.6% | -21.5% | +35.1% | +17.3% |
| 3M | +14.3% | +39.5% | -25.2% | +6.5% |
| 6M | +33.1% | +73.1% | -40.0% | +18.2% |
| YTD | +21.2% | -5.2% | +26.5% | +17.4% |
| 1Y | +26.4% | -1.6% | +28.0% | +21.5% |
| 3Y | +77.6% | -11.4% | +89.0% | +66.4% |
| 5Y | +102.6% | -65.1% | +167.7% | +112.5% |
| 10Y | +464.4% | +471.3% | -6.9% | +236.1% |
| All | +485.6% | +631.8% | -146.2% | +237.9% |
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