+944.6%
MSFT vs TEAM
+802.8%
+141.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -1.5% |
| 7D | -2.7% | -0.4% | -2.3% | -2.6% |
| 30D | +2.7% | +67.3% | -64.6% | -10.1% |
| 3M | +17.0% | +86.8% | -69.8% | -1.2% |
| 6M | +23.8% | +146.8% | -123.0% | -3.9% |
| YTD | +4.0% | +16.9% | -12.9% | -4.2% |
| 1Y | -0.8% | +12.8% | -13.6% | -8.4% |
| 3Y | +55.6% | -7.3% | +62.9% | +42.5% |
| 5Y | +72.9% | -50.7% | +123.6% | +71.1% |
| 10Y | +875.8% | +529.8% | +346.0% | +463.1% |
| All | +944.6% | +802.8% | +141.8% | +486.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling