+110.9%
MO vs TEAM
+514.4%
-403.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +0.1% | -5.2% | +5.4% | +0.2% |
| 30D | +7.1% | +15.8% | -8.6% | +7.0% |
| 3M | -2.0% | +101.5% | -103.4% | -2.3% |
| 6M | +7.3% | +138.2% | -130.9% | +6.8% |
| YTD | +23.5% | +10.8% | +12.6% | +23.4% |
| 1Y | +11.0% | +1.7% | +9.3% | +11.0% |
| 3Y | +95.0% | -16.0% | +111.0% | +94.5% |
| 5Y | +100.6% | -52.7% | +153.3% | +101.0% |
| All | +110.9% | +514.4% | -403.5% | +89.9% |
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