-2.1%
TEAM vs MOS
-11.5%
+9.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.6% | +4.5% | -0.6% |
| 7D | -16.9% | -2.6% | -14.4% | -17.1% |
| 30D | -26.8% | +13.5% | -40.2% | -25.6% |
| 3M | -1.9% | -2.9% | +1.0% | -2.2% |
| 6M | +79.2% | -1.0% | +80.2% | +79.0% |
| YTD | -6.1% | -7.2% | +1.1% | -7.9% |
| 1Y | -2.1% | -11.4% | +9.3% | -3.1% |
| All | -2.1% | -11.5% | +9.4% | -3.1% |
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