+542.0%
MS vs TEAM
+445.0%
+97.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.0% |
| 7D | +5.1% | -2.4% | +7.5% | +5.4% |
| 30D | +5.7% | -26.7% | +32.4% | +9.9% |
| 3M | -12.2% | -9.6% | -2.5% | -11.6% |
| 6M | -0.5% | +86.0% | -86.5% | -11.5% |
| YTD | +9.8% | -7.5% | +17.3% | +7.2% |
| 1Y | +17.7% | -1.4% | +19.1% | +13.7% |
| 3Y | +176.8% | -14.3% | +191.1% | +167.0% |
| 5Y | +123.7% | -66.3% | +190.0% | +132.5% |
| All | +542.0% | +445.0% | +97.0% | +307.9% |
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