+531.9%
MA vs TEAM
+802.8%
-270.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -0.7% |
| 7D | -2.7% | -0.4% | -2.3% | -2.7% |
| 30D | +1.5% | +67.3% | -65.8% | -8.3% |
| 3M | +20.4% | +86.8% | -66.3% | +5.8% |
| 6M | +11.1% | +146.8% | -135.7% | -9.0% |
| YTD | +2.0% | +16.9% | -15.0% | -4.5% |
| 1Y | -2.2% | +12.8% | -14.9% | -8.1% |
| 3Y | +41.9% | -7.3% | +49.2% | +32.1% |
| 5Y | +75.4% | -50.7% | +126.1% | +73.6% |
| 10Y | +527.5% | +529.8% | -2.3% | +258.7% |
| All | +531.9% | +802.8% | -270.9% | +247.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling