+68.5%
MA vs TEAM
-12.6%
+81.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -0.5% | -16.9% | +16.4% | +0.7% |
| 30D | +7.9% | -26.8% | +34.7% | +10.2% |
| 3M | +16.8% | -1.9% | +18.7% | +16.3% |
| 6M | +31.0% | +79.2% | -48.2% | +22.4% |
| YTD | +15.0% | -6.1% | +21.1% | +14.0% |
| 1Y | +17.0% | -2.1% | +19.1% | +15.4% |
| All | +68.5% | -12.6% | +81.0% | +68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling