+847.8%
MU vs TEAM
-65.2%
+913.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -16.2% | +21.3% | +7.6% |
| 7D | -22.0% | -19.8% | -2.2% | -19.5% |
| 30D | -36.6% | -21.5% | -15.1% | -34.3% |
| 3M | -21.7% | +39.5% | -61.2% | -27.0% |
| 6M | +3.5% | +73.1% | -69.5% | -9.7% |
| YTD | +141.9% | -5.2% | +147.2% | +139.8% |
| 1Y | +189.8% | -1.6% | +191.4% | +184.4% |
| 3Y | +855.4% | -11.4% | +866.8% | +833.0% |
| All | +847.8% | -65.2% | +913.0% | +1,006.1% |
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