+124.8%
MS vs TEAM
-66.5%
+191.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +0.8% |
| 7D | +0.8% | -22.2% | +23.0% | +4.1% |
| 30D | -0.7% | -28.1% | +27.4% | +3.5% |
| 3M | -12.4% | -2.2% | -10.2% | -12.8% |
| 6M | -1.7% | +62.2% | -64.0% | -11.0% |
| YTD | +8.0% | -8.4% | +16.4% | +6.3% |
| 1Y | +16.2% | -6.6% | +22.8% | +13.9% |
| 3Y | +171.3% | -15.7% | +187.0% | +163.8% |
| 5Y | +124.8% | -65.7% | +190.5% | +135.1% |
| All | +124.8% | -66.5% | +191.3% | +135.1% |
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