+614.2%
TEAM vs MDY
+198.2%
+416.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.4% |
| 7D | -2.4% | +2.3% | -4.7% | -4.4% |
| 30D | -26.7% | +2.0% | -28.7% | -28.1% |
| 3M | -9.6% | -5.6% | -4.0% | -5.0% |
| 6M | +86.0% | +1.3% | +84.8% | +82.7% |
| YTD | -7.5% | +12.3% | -19.8% | -18.5% |
| 1Y | -1.4% | +15.8% | -17.1% | -15.6% |
| 3Y | -14.3% | +56.5% | -70.8% | -43.4% |
| 5Y | -66.3% | +35.1% | -101.4% | -74.1% |
| 10Y | +445.6% | +167.4% | +278.2% | +146.0% |
| All | +614.2% | +198.2% | +416.0% | +176.3% |
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 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