+97.5%
MO vs TEAM
-53.2%
+150.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.2% | -0.4% |
| 7D | -2.4% | -4.7% | +2.3% | -2.4% |
| 30D | +3.6% | +17.0% | -13.4% | +3.7% |
| 3M | -3.7% | +85.9% | -89.6% | -3.1% |
| 6M | +4.5% | +116.7% | -112.1% | +5.5% |
| YTD | +21.5% | +9.6% | +11.9% | +21.8% |
| 1Y | +9.5% | -2.5% | +12.1% | +9.7% |
| 3Y | +93.6% | -14.0% | +107.5% | +93.5% |
| 5Y | +97.5% | -53.1% | +150.6% | +89.8% |
| All | +97.5% | -53.2% | +150.7% | +89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling