+33.1%
MA vs TEAM
+68.0%
-34.9%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -16.2% | +15.7% | 0.0% |
| 7D | +2.3% | -19.8% | +22.1% | +2.9% |
| 30D | +14.7% | -21.5% | +36.2% | +15.2% |
| 3M | +13.5% | +39.5% | -26.0% | +11.9% |
| 6M | +33.1% | +73.1% | -39.9% | +26.0% |
| All | +33.1% | +68.0% | -34.9% | +26.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling