+1,315.7%
MU vs TEAM
-50.6%
+1,366.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.6% | +8.7% | +6.5% |
| 7D | +9.0% | -0.4% | +9.4% | +9.0% |
| 30D | +13.8% | +67.3% | -53.5% | +3.9% |
| 3M | +2.1% | +86.8% | -84.7% | -9.8% |
| 6M | +153.8% | +146.8% | +7.0% | +105.4% |
| YTD | +256.4% | +16.9% | +239.5% | +243.6% |
| 1Y | +719.8% | +12.8% | +707.0% | +693.1% |
| 3Y | +1,360.4% | -7.3% | +1,367.6% | +1,342.0% |
| All | +1,315.7% | -50.6% | +1,366.2% | +1,392.6% |
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