+505.6%
MA vs TEAM
+476.5%
+29.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.9% | +5.5% | -0.2% |
| 7D | -1.8% | -5.7% | +3.9% | -0.8% |
| 30D | +1.4% | +18.3% | -16.9% | -1.9% |
| 3M | +17.7% | +80.2% | -62.5% | +3.5% |
| 6M | +9.7% | +111.0% | -101.3% | -8.3% |
| YTD | +0.5% | +8.8% | -8.3% | -4.8% |
| 1Y | -2.1% | +2.2% | -4.2% | -6.4% |
| 3Y | +40.1% | -14.6% | +54.7% | +31.9% |
| 5Y | +67.5% | -53.8% | +121.3% | +69.1% |
| 10Y | +505.6% | +475.2% | +30.4% | +199.9% |
| All | +505.6% | +476.5% | +29.1% | +199.9% |
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 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