+272.6%
TEAM vs MDB
+912.7%
-640.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -0.7% |
| 7D | -2.4% | +6.8% | -9.2% | -5.4% |
| 30D | -26.7% | -6.2% | -20.5% | -25.1% |
| 3M | -9.6% | -29.2% | +19.6% | +3.4% |
| 6M | +86.0% | +10.3% | +75.7% | +72.4% |
| YTD | -7.5% | -20.4% | +12.9% | -2.4% |
| 1Y | -1.4% | -4.8% | +3.5% | -5.6% |
| 3Y | -14.3% | -11.6% | -2.7% | -26.1% |
| 5Y | -66.3% | -41.0% | -25.3% | -68.7% |
| All | +272.6% | +912.7% | -640.1% | +21.0% |
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