-2.7%
TEAM vs MDB
-9.9%
+7.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.9% | -1.5% |
| 7D | -17.2% | -0.9% | -16.3% | -17.1% |
| 30D | -25.1% | -15.2% | -9.9% | -19.5% |
| 3M | +3.9% | -17.9% | +21.8% | +10.9% |
| 6M | +69.1% | +9.3% | +59.8% | +57.7% |
| YTD | -4.5% | -22.0% | +17.5% | -3.8% |
| All | -2.7% | -9.9% | +7.2% | -3.7% |
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