+494.4%
TEAM vs MDT
+39.8%
+454.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | -5.2% | -3.4% | -1.8% | -3.6% |
| 30D | +15.8% | +0.2% | +15.5% | +15.6% |
| 3M | +101.5% | +14.3% | +87.2% | +90.2% |
| 6M | +138.2% | +4.0% | +134.2% | +132.8% |
| YTD | +10.8% | -3.7% | +14.5% | +12.1% |
| 1Y | +1.7% | -0.4% | +2.0% | +0.9% |
| 3Y | -16.0% | +23.3% | -39.4% | -26.4% |
| 5Y | -52.7% | -18.9% | -33.8% | -50.1% |
| All | +494.4% | +39.8% | +454.6% | +377.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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