+45.3%
MO vs TEAM
+8.9%
+36.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.4% |
| 7D | +6.9% | -13.7% | +20.6% | +6.8% |
| 30D | +14.9% | -3.4% | +18.4% | +14.8% |
| 3M | +16.4% | +72.1% | -55.7% | +16.2% |
| 6M | +9.6% | +103.8% | -94.2% | +9.7% |
| YTD | +41.8% | +17.1% | +24.7% | +39.5% |
| 1Y | +45.3% | +15.1% | +30.2% | +43.4% |
| All | +45.3% | +8.9% | +36.4% | +43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling