+112.4%
MS vs TEAM
-65.2%
+177.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -16.2% | +15.6% | +1.6% |
| 7D | -1.6% | -19.8% | +18.3% | +1.3% |
| 30D | -3.8% | -21.5% | +17.7% | -0.9% |
| 3M | -14.6% | +39.5% | -54.1% | -19.8% |
| 6M | -5.1% | +73.1% | -78.1% | -14.9% |
| YTD | +4.5% | -5.2% | +9.7% | +2.4% |
| 1Y | +13.5% | -1.6% | +15.1% | +10.4% |
| 3Y | +160.4% | -11.4% | +171.9% | +151.4% |
| All | +112.4% | -65.2% | +177.6% | +122.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling