+2.2%
TEAM vs MDB
+9.1%
-7.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.5% | -3.5% | -5.2% |
| 7D | -5.7% | -18.0% | +12.3% | +3.6% |
| 30D | +18.3% | -10.7% | +29.1% | +24.1% |
| 3M | +80.2% | +1.0% | +79.2% | +78.4% |
| 6M | +111.0% | +31.6% | +79.4% | +84.4% |
| YTD | +8.8% | -15.2% | +24.0% | +8.5% |
| 1Y | +2.2% | +10.1% | -8.0% | -0.2% |
| All | +2.2% | +9.1% | -7.0% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling