+568.4%
MA vs TEAM
+444.3%
+124.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.5% | +1.2% |
| 7D | +1.8% | -22.2% | +24.0% | +6.0% |
| 30D | +11.8% | -28.1% | +40.0% | +17.8% |
| 3M | +17.2% | -2.2% | +19.3% | +16.3% |
| 6M | +33.4% | +62.2% | -28.8% | +17.6% |
| YTD | +16.1% | -8.4% | +24.5% | +12.5% |
| 1Y | +19.9% | -6.6% | +26.5% | +15.6% |
| 3Y | +70.1% | -15.7% | +85.8% | +58.3% |
| 5Y | +89.6% | -65.7% | +155.4% | +103.7% |
| 10Y | +568.4% | +441.0% | +127.5% | +223.5% |
| All | +568.4% | +444.3% | +124.1% | +223.5% |
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