+554.8%
MA vs TEAM
+495.8%
+59.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | -0.3% | -17.2% | +16.9% | +2.7% |
| 30D | +11.3% | -25.1% | +36.4% | +16.4% |
| 3M | +16.7% | +3.9% | +12.8% | +14.6% |
| 6M | +32.8% | +69.1% | -36.3% | +16.3% |
| YTD | +15.6% | -4.5% | +20.1% | +11.2% |
| 1Y | +19.6% | -1.9% | +21.4% | +14.3% |
| 3Y | +72.1% | -9.3% | +81.4% | +57.9% |
| 5Y | +96.0% | -65.2% | +161.2% | +110.6% |
| 10Y | +554.8% | +467.0% | +87.8% | +214.4% |
| All | +554.8% | +495.8% | +59.0% | +214.4% |
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