+647.3%
MSTR vs TEAM
+631.8%
+15.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -16.2% | +15.9% | +5.6% |
| 7D | -1.2% | -19.8% | +18.6% | +6.5% |
| 30D | -15.9% | -21.5% | +5.6% | -8.5% |
| 3M | +33.1% | +39.5% | -6.4% | +15.4% |
| 6M | -31.0% | +73.1% | -104.1% | -46.3% |
| YTD | -15.1% | -5.2% | -9.9% | -19.9% |
| 1Y | -45.6% | -1.6% | -44.1% | -49.4% |
| 3Y | +180.5% | -11.4% | +192.0% | +160.7% |
| 5Y | +61.7% | -65.1% | +126.8% | +88.9% |
| 10Y | +578.0% | +471.3% | +106.7% | +440.8% |
| All | +647.3% | +631.8% | +15.5% | +491.2% |
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