+578.8%
MS vs TEAM
+495.8%
+83.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | +3.0% |
| 7D | +0.7% | -17.2% | +17.9% | +3.2% |
| 30D | -0.9% | -25.1% | +24.2% | +2.7% |
| 3M | -13.0% | +3.9% | -16.9% | -14.1% |
| 6M | -2.0% | +69.1% | -71.1% | -11.6% |
| YTD | +7.8% | -4.5% | +12.2% | +4.8% |
| 1Y | +17.9% | -1.9% | +19.7% | +14.0% |
| 3Y | +174.8% | -9.3% | +184.1% | +162.9% |
| 5Y | +119.9% | -65.2% | +185.0% | +127.5% |
| 10Y | +578.8% | +467.0% | +111.9% | +327.4% |
| All | +578.8% | +495.8% | +83.1% | +327.4% |
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 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