+2,683.6%
MUU vs TEAM
+0.6%
+2,683.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.7% | +4.8% | +5.5% |
| 7D | +15.0% | -4.7% | +19.7% | +15.3% |
| 30D | +36.8% | +17.0% | +19.8% | +35.3% |
| 3M | -8.5% | +85.9% | -94.4% | -14.1% |
| 6M | +320.7% | +116.7% | +204.1% | +265.4% |
| YTD | +599.7% | +9.6% | +590.1% | +782.6% |
| 1Y | +2,569.2% | -2.5% | +2,571.7% | +3,522.1% |
| All | +2,683.6% | +0.6% | +2,683.0% | +4,475.8% |
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