+161.8%
MS vs TEAM
+3.3%
+158.6%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.5% | -2.5% | -5.6% |
| 7D | -3.4% | -10.2% | +6.8% | -2.2% |
| 30D | -3.9% | -5.5% | +1.6% | -3.4% |
| 3M | -15.9% | +61.7% | -77.7% | -21.4% |
| 6M | -2.5% | +98.5% | -101.0% | -12.3% |
| YTD | +5.1% | +13.0% | -7.9% | +4.7% |
| 1Y | +13.0% | +13.5% | -0.6% | +12.3% |
| All | +161.8% | +3.3% | +158.6% | +141.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling