+802.8%
TEAM vs MDT
+59.3%
+743.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.8% | -3.2% |
| 7D | -0.4% | +3.2% | -3.7% | -2.0% |
| 30D | +67.3% | +9.5% | +57.8% | +60.2% |
| 3M | +86.8% | +16.0% | +70.8% | +74.5% |
| 6M | +146.8% | +0.2% | +146.6% | +145.3% |
| YTD | +16.9% | -0.3% | +17.2% | +16.3% |
| 1Y | +12.8% | +4.7% | +8.1% | +9.2% |
| 3Y | -7.3% | +26.5% | -33.8% | -20.2% |
| 5Y | -50.7% | -18.2% | -32.5% | -48.0% |
| 10Y | +529.8% | +40.0% | +489.8% | +392.2% |
| All | +802.8% | +59.3% | +743.4% | +532.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling