+419.7%
V vs TEAM
+802.8%
-383.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.6% |
| 7D | -1.7% | -0.4% | -1.3% | -1.7% |
| 30D | +2.0% | +67.3% | -65.3% | -7.0% |
| 3M | +17.4% | +86.8% | -69.4% | +4.4% |
| 6M | +17.5% | +146.8% | -129.3% | -2.0% |
| YTD | +7.6% | +16.9% | -9.3% | +1.5% |
| 1Y | +7.7% | +12.8% | -5.1% | +1.9% |
| 3Y | +54.7% | -7.3% | +61.9% | +45.3% |
| 5Y | +73.0% | -50.7% | +123.8% | +71.5% |
| 10Y | +390.9% | +529.8% | -139.0% | +188.6% |
| All | +419.7% | +802.8% | -383.1% | +192.3% |
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