+802.8%
TEAM vs MDY
+205.8%
+597.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.7% |
| 7D | -0.4% | +0.1% | -0.6% | -0.5% |
| 30D | +67.3% | -1.5% | +68.8% | +70.0% |
| 3M | +86.8% | +0.8% | +86.0% | +85.1% |
| 6M | +146.8% | +7.4% | +139.4% | +128.3% |
| YTD | +16.9% | +15.2% | +1.7% | +0.9% |
| 1Y | +12.8% | +16.5% | -3.7% | -3.8% |
| 3Y | -7.3% | +46.8% | -54.1% | -35.0% |
| 5Y | -50.7% | +46.0% | -96.7% | -64.0% |
| 10Y | +529.8% | +172.1% | +357.8% | +180.8% |
| All | +802.8% | +205.8% | +597.0% | +242.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling