+160.4%
MS vs TEAM
-13.4%
+173.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -16.2% | +15.6% | +1.2% |
| 7D | -1.6% | -19.8% | +18.3% | +0.7% |
| 30D | -3.8% | -21.5% | +17.7% | -1.4% |
| 3M | -14.6% | +39.5% | -54.1% | -19.0% |
| 6M | -5.1% | +73.1% | -78.1% | -13.6% |
| YTD | +4.5% | -5.2% | +9.7% | +6.0% |
| 1Y | +13.5% | -1.6% | +15.1% | +14.1% |
| 3Y | +160.4% | -11.4% | +171.9% | +144.6% |
| All | +160.4% | -13.4% | +173.8% | +144.6% |
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