+155.7%
MO vs TEAM
+445.0%
-289.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +0.9% |
| 7D | +3.3% | -2.4% | +5.7% | +3.3% |
| 30D | +7.5% | -26.7% | +34.2% | +7.7% |
| 3M | +22.8% | -9.6% | +32.4% | +22.7% |
| 6M | +13.4% | +86.0% | -72.7% | +12.9% |
| YTD | +43.0% | -7.5% | +50.5% | +42.9% |
| 1Y | +45.2% | -1.4% | +46.6% | +45.1% |
| 3Y | +145.5% | -14.3% | +159.9% | +144.3% |
| 5Y | +157.1% | -66.3% | +223.4% | +159.2% |
| All | +155.7% | +445.0% | -289.3% | +131.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling