+15.1%
TEAM vs MOS
-16.2%
+31.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +17.4% | -18.0% | +1.1% |
| 7D | -13.7% | +17.9% | -31.7% | -12.2% |
| 30D | -3.4% | +1.6% | -5.0% | -3.0% |
| 3M | +72.1% | -4.0% | +76.1% | +71.3% |
| 6M | +103.8% | -4.1% | +107.9% | +102.9% |
| YTD | +17.1% | -7.8% | +24.9% | +13.5% |
| 1Y | +15.1% | -15.6% | +30.7% | +16.1% |
| All | +15.1% | -16.2% | +31.3% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 1y: compounded portfolio wealth divided by compounded MOS 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…
1y analysis · Full analysis span regression · 6 months rolling