+145.1%
MS vs TEAM
-50.6%
+195.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.6% |
| 7D | +1.4% | -0.4% | +1.8% | +1.4% |
| 30D | -0.3% | +67.3% | -67.5% | -8.1% |
| 3M | +0.3% | +86.8% | -86.5% | -9.7% |
| 6M | +31.3% | +146.8% | -115.5% | +11.0% |
| YTD | +24.7% | +16.9% | +7.7% | +19.4% |
| 1Y | +47.9% | +12.8% | +35.1% | +41.9% |
| 3Y | +178.3% | -7.3% | +185.6% | +169.2% |
| All | +145.1% | -50.6% | +195.6% | +141.2% |
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