+727.7%
MSTR vs TEAM
+802.8%
-75.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -0.4% |
| 7D | +12.2% | -0.4% | +12.6% | +12.6% |
| 30D | +45.2% | +67.3% | -22.1% | +18.3% |
| 3M | +10.4% | +86.8% | -76.4% | -14.9% |
| 6M | -2.5% | +146.8% | -149.3% | -35.0% |
| YTD | -6.0% | +16.9% | -22.9% | -17.4% |
| 1Y | -56.4% | +12.8% | -69.2% | -61.4% |
| 3Y | +306.3% | -7.3% | +313.6% | +273.1% |
| 5Y | +100.5% | -50.7% | +151.2% | +111.9% |
| 10Y | +741.1% | +529.8% | +211.3% | +527.5% |
| All | +727.7% | +802.8% | -75.1% | +509.5% |
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