+584.1%
MA vs TEAM
+453.4%
+130.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -0.5% | -16.9% | +16.4% | +2.4% |
| 30D | +7.9% | -26.8% | +34.7% | +13.3% |
| 3M | +16.8% | -1.9% | +18.7% | +15.8% |
| 6M | +31.0% | +79.2% | -48.2% | +13.4% |
| YTD | +15.0% | -6.1% | +21.1% | +11.0% |
| 1Y | +17.0% | -2.1% | +19.1% | +11.8% |
| 3Y | +68.5% | -13.6% | +82.1% | +56.2% |
| 5Y | +85.0% | -65.8% | +150.8% | +99.4% |
| All | +584.1% | +453.4% | +130.7% | +230.4% |
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