+467.0%
TEAM vs MOS
+6.2%
+460.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.6% |
| 7D | -17.2% | +19.7% | -36.9% | -19.2% |
| 30D | -25.1% | +21.5% | -46.6% | -27.1% |
| 3M | +3.9% | -0.4% | +4.3% | +3.4% |
| 6M | +69.1% | +4.5% | +64.6% | +66.4% |
| YTD | -4.5% | -2.9% | -1.6% | -6.1% |
| 1Y | -1.9% | -7.7% | +5.9% | -2.8% |
| 3Y | -9.3% | -25.6% | +16.3% | -8.7% |
| 5Y | -65.2% | -31.2% | -34.0% | -64.7% |
| 10Y | +467.0% | +2.8% | +464.2% | +450.6% |
| All | +467.0% | +6.2% | +460.8% | +450.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling