+494.0%
TEAM vs MDY
+175.0%
+319.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +2.0% | +1.9% |
| 7D | -7.8% | -2.5% | -5.2% | -5.6% |
| 30D | +16.5% | -5.0% | +21.6% | +22.0% |
| 3M | +96.2% | +0.5% | +95.7% | +94.9% |
| 6M | +130.2% | +8.0% | +122.2% | +112.4% |
| YTD | +10.7% | +12.2% | -1.4% | -1.9% |
| 1Y | +3.0% | +14.0% | -11.0% | -10.2% |
| 3Y | -13.1% | +48.2% | -61.2% | -39.1% |
| 5Y | -52.7% | +46.1% | -98.8% | -65.1% |
| All | +494.0% | +175.0% | +319.1% | +192.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling