+772.8%
TEAM vs MOS
-7.9%
+780.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.3% | -6.8% | -3.9% |
| 7D | -10.2% | +22.5% | -32.7% | -12.7% |
| 30D | -5.5% | +6.6% | -12.1% | -6.6% |
| 3M | +61.7% | -3.8% | +65.6% | +61.5% |
| 6M | +98.5% | -2.2% | +100.7% | +97.0% |
| YTD | +13.0% | -4.8% | +17.8% | +11.4% |
| 1Y | +13.5% | -11.7% | +25.2% | +13.1% |
| 3Y | +3.6% | -26.5% | +30.1% | +4.5% |
| 5Y | -58.4% | -32.2% | -26.2% | -57.8% |
| 10Y | +581.4% | +10.2% | +571.2% | +520.6% |
| All | +772.8% | -7.9% | +780.8% | +555.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling