+613.1%
MA vs TEAM
+631.8%
-18.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -16.2% | +15.7% | +2.2% |
| 7D | +2.3% | -19.8% | +22.1% | +5.8% |
| 30D | +14.7% | -21.5% | +36.2% | +18.8% |
| 3M | +13.5% | +39.5% | -26.0% | +4.8% |
| 6M | +33.1% | +73.1% | -39.9% | +16.7% |
| YTD | +15.1% | -5.2% | +20.3% | +10.9% |
| 1Y | +18.7% | -1.6% | +20.3% | +13.5% |
| 3Y | +72.1% | -11.4% | +83.5% | +59.5% |
| 5Y | +92.8% | -65.1% | +157.9% | +103.2% |
| 10Y | +571.6% | +471.3% | +100.3% | +290.2% |
| All | +613.1% | +631.8% | -18.7% | +303.4% |
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 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