+88.5%
MA vs TEAM
-66.4%
+154.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.5% |
| 7D | +1.3% | -2.4% | +3.7% | +1.6% |
| 30D | +9.6% | -26.7% | +36.3% | +13.5% |
| 3M | +16.8% | -9.6% | +26.4% | +17.4% |
| 6M | +35.2% | +86.0% | -50.9% | +20.9% |
| YTD | +16.6% | -7.5% | +24.1% | +14.3% |
| 1Y | +19.8% | -1.4% | +21.1% | +16.2% |
| 3Y | +70.7% | -14.3% | +85.0% | +62.3% |
| All | +88.5% | -66.4% | +154.9% | +110.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling