+772.8%
TEAM vs MAS
+233.3%
+539.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.4% | 0.0% | -1.9% |
| 7D | -10.2% | +4.6% | -14.7% | -12.2% |
| 30D | -5.5% | +19.9% | -25.4% | -13.7% |
| 3M | +61.7% | +8.9% | +52.9% | +54.6% |
| 6M | +98.5% | +20.2% | +78.3% | +77.9% |
| YTD | +13.0% | +33.9% | -20.8% | -6.5% |
| 1Y | +13.5% | +34.7% | -21.1% | -6.6% |
| 3Y | +3.6% | +60.4% | -56.8% | -23.7% |
| 5Y | -58.4% | +43.5% | -101.8% | -68.0% |
| 10Y | +581.4% | +226.7% | +354.7% | +238.9% |
| All | +772.8% | +233.3% | +539.5% | +269.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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