-17.0%
TEAM vs MDY
+48.7%
-65.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.8% |
| 7D | -4.7% | -0.8% | -3.9% | -3.9% |
| 30D | +17.0% | -3.9% | +20.9% | +21.7% |
| 3M | +85.9% | 0.0% | +86.0% | +85.7% |
| 6M | +116.7% | +8.5% | +108.1% | +96.1% |
| YTD | +9.6% | +13.2% | -3.6% | -6.6% |
| 1Y | -2.5% | +15.0% | -17.6% | -18.7% |
| All | -17.0% | +48.7% | -65.6% | -49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling