+141.6%
MO vs TEAM
+740.1%
-598.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.9% | +5.9% | -1.0% |
| 7D | -2.0% | -5.7% | +3.7% | -2.0% |
| 30D | -0.3% | +18.3% | -18.6% | -0.3% |
| 3M | -2.9% | +80.2% | -83.2% | -3.2% |
| 6M | +5.8% | +111.0% | -105.2% | +5.4% |
| YTD | +22.0% | +8.8% | +13.2% | +21.9% |
| 1Y | +10.7% | +2.2% | +8.5% | +10.6% |
| 3Y | +94.4% | -14.6% | +109.0% | +93.9% |
| 5Y | +97.2% | -53.8% | +151.0% | +97.3% |
| 10Y | +103.0% | +475.2% | -372.3% | +91.8% |
| All | +141.6% | +740.1% | -598.5% | +129.7% |
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