+14.7%
MS vs TEAM
-3.9%
+18.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +1.6% |
| 7D | -1.7% | -19.7% | +18.0% | -1.2% |
| 30D | +0.9% | -26.6% | +27.5% | +1.7% |
| 3M | -10.8% | -1.1% | -9.8% | -10.8% |
| 6M | +0.9% | +74.6% | -73.7% | -1.0% |
| YTD | +9.8% | -6.0% | +15.8% | +11.4% |
| All | +14.7% | -3.9% | +18.7% | +13.3% |
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