+885.0%
MSFT vs TEAM
+481.6%
+403.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -1.0% | -4.7% | +3.6% | 0.0% |
| 30D | -2.7% | +17.0% | -19.7% | -6.6% |
| 3M | +22.1% | +85.9% | -63.8% | +2.0% |
| 6M | +20.6% | +116.7% | -96.1% | -5.0% |
| YTD | +2.3% | +9.6% | -7.3% | -4.7% |
| 1Y | -0.5% | -2.5% | +2.0% | -5.1% |
| 3Y | +50.5% | -14.0% | +64.5% | +39.4% |
| 5Y | +72.3% | -53.1% | +125.4% | +73.7% |
| 10Y | +885.0% | +502.9% | +382.1% | +376.9% |
| All | +885.0% | +481.6% | +403.4% | +376.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling