+12.8%
TEAM vs MDY
+17.9%
-5.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | -0.4% | +0.1% | -0.6% | -0.5% |
| 30D | +67.3% | -1.5% | +68.8% | +67.7% |
| 3M | +86.8% | +0.8% | +86.0% | +86.9% |
| 6M | +146.8% | +7.4% | +139.4% | +142.7% |
| YTD | +16.9% | +15.2% | +1.7% | +9.7% |
| 1Y | +12.8% | +16.5% | -3.7% | +2.9% |
| All | +12.8% | +17.9% | -5.1% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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