+16.2%
MS vs TEAM
-5.7%
+21.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +0.4% |
| 7D | +0.8% | -22.2% | +23.0% | +1.5% |
| 30D | -0.7% | -28.1% | +27.4% | +0.1% |
| 3M | -12.4% | -2.2% | -10.2% | -12.3% |
| 6M | -1.7% | +62.2% | -64.0% | -3.3% |
| YTD | +8.0% | -8.4% | +16.4% | +9.3% |
| 1Y | +16.2% | -6.6% | +22.8% | +16.3% |
| All | +16.2% | -5.7% | +21.9% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling