+494.4%
TEAM vs MKTX
+5.0%
+489.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -5.2% | -0.2% | -5.0% | -5.1% |
| 30D | +15.8% | +0.7% | +15.0% | +15.5% |
| 3M | +101.5% | +40.8% | +60.7% | +75.5% |
| 6M | +138.2% | -8.0% | +146.2% | +141.7% |
| YTD | +10.8% | -8.7% | +19.6% | +12.4% |
| 1Y | +1.7% | -11.8% | +13.5% | +4.1% |
| 3Y | -16.0% | -24.0% | +8.0% | -15.2% |
| 5Y | -52.7% | -60.3% | +7.6% | -37.8% |
| All | +494.4% | +5.0% | +489.4% | +555.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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