-15.7%
TEAM vs MAR
+126.2%
-141.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.7% | -6.7% | -5.3% |
| 7D | -22.2% | +2.9% | -25.1% | -23.3% |
| 30D | -28.1% | +17.0% | -45.2% | -33.4% |
| 3M | -2.2% | +23.2% | -25.3% | -11.7% |
| 6M | +62.2% | +21.7% | +40.5% | +45.4% |
| YTD | -8.4% | +38.9% | -47.2% | -26.4% |
| 1Y | -6.6% | +48.7% | -55.3% | -29.0% |
| 3Y | -15.7% | +122.9% | -138.6% | -50.6% |
| All | -15.7% | +126.2% | -141.9% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 3y: compounded portfolio wealth divided by compounded MAR 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…
3y analysis · Full analysis span regression · 6 months rolling