+15.1%
TEAM vs MDY
+17.5%
-2.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -13.7% | +1.7% | -15.4% | -13.9% |
| 30D | -3.4% | +1.2% | -4.6% | -3.7% |
| 3M | +72.1% | -3.5% | +75.6% | +72.0% |
| 6M | +103.8% | +3.5% | +100.3% | +103.9% |
| YTD | +17.1% | +13.6% | +3.5% | +12.2% |
| 1Y | +15.1% | +17.1% | -2.0% | +6.7% |
| All | +15.1% | +17.5% | -2.4% | +6.7% |
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