+269.2%
TEAM vs MDB
+906.0%
-636.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.4% | -5.5% | -4.7% |
| 7D | -22.2% | -1.0% | -21.2% | -22.2% |
| 30D | -28.1% | -14.0% | -14.2% | -23.6% |
| 3M | -2.2% | -20.3% | +18.2% | +5.9% |
| 6M | +62.2% | +10.9% | +51.4% | +49.8% |
| YTD | -8.4% | -20.9% | +12.5% | -3.0% |
| 1Y | -6.6% | -11.2% | +4.6% | -7.7% |
| 3Y | -15.7% | -11.9% | -3.8% | -27.2% |
| 5Y | -65.7% | -40.2% | -25.5% | -68.3% |
| All | +269.2% | +906.0% | -636.8% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling