+120.4%
MSTR vs TEAM
-50.6%
+170.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -0.2% |
| 7D | +12.2% | -0.4% | +12.6% | +12.8% |
| 30D | +45.2% | +67.3% | -22.1% | +11.5% |
| 3M | +10.4% | +86.8% | -76.4% | -21.2% |
| 6M | -2.5% | +146.8% | -149.3% | -43.0% |
| YTD | -6.0% | +16.9% | -22.9% | -19.4% |
| 1Y | -56.4% | +12.8% | -69.2% | -62.2% |
| 3Y | +306.3% | -7.3% | +313.6% | +259.2% |
| All | +120.4% | -50.6% | +170.9% | +156.1% |
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