+52.3%
MSFT vs TEAM
-13.4%
+65.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -16.2% | +15.2% | +1.5% |
| 7D | +1.7% | -19.8% | +21.5% | +5.0% |
| 30D | +0.2% | -21.5% | +21.7% | +3.7% |
| 3M | +6.4% | +39.5% | -33.1% | -0.7% |
| 6M | +28.7% | +73.1% | -44.4% | +14.5% |
| YTD | +10.4% | -5.2% | +15.6% | +6.6% |
| 1Y | +7.6% | -1.6% | +9.2% | +3.3% |
| 3Y | +52.3% | -11.4% | +63.8% | +46.8% |
| All | +52.3% | -13.4% | +65.7% | +46.8% |
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 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