+71.4%
MSFT vs TEAM
-53.6%
+125.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.9% | +5.8% | +0.3% |
| 7D | -1.4% | -5.7% | +4.3% | -0.3% |
| 30D | -1.0% | +18.3% | -19.4% | -4.7% |
| 3M | +20.2% | +80.2% | -60.0% | +3.5% |
| 6M | +21.3% | +111.0% | -89.7% | -0.8% |
| YTD | +2.8% | +8.8% | -6.0% | -3.0% |
| 1Y | 0.0% | +2.2% | -2.2% | -4.8% |
| 3Y | +51.2% | -14.6% | +65.8% | +42.2% |
| 5Y | +71.4% | -53.8% | +125.2% | +73.0% |
| All | +71.4% | -53.6% | +125.1% | +73.0% |
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