+121.1%
MSTR vs TEAM
-13.9%
+135.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.9% |
| 7D | -13.4% | -2.4% | -11.0% | -12.7% |
| 30D | -22.1% | -26.7% | +4.6% | -14.0% |
| 3M | +15.0% | -9.6% | +24.6% | +19.1% |
| 6M | -37.3% | +86.0% | -123.3% | -50.3% |
| YTD | -26.5% | -7.5% | -19.0% | -24.5% |
| 1Y | -46.5% | -1.4% | -45.1% | -46.6% |
| 3Y | +121.1% | -14.3% | +135.4% | +165.3% |
| All | +121.1% | -13.9% | +135.0% | +165.3% |
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