-10.0%
TEAM vs MP
+125.4%
-135.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +4.9% | -21.1% | -16.4% |
| 7D | -19.8% | -10.5% | -9.3% | -19.3% |
| 30D | -21.5% | -23.5% | +2.0% | -20.3% |
| 3M | +39.5% | -25.4% | +64.9% | +41.5% |
| 6M | +73.1% | -51.3% | +124.3% | +79.6% |
| YTD | -5.2% | -29.9% | +24.7% | -4.5% |
| 1Y | -1.6% | -31.8% | +30.3% | -0.9% |
| All | -10.0% | +125.4% | -135.4% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 3y: compounded portfolio wealth divided by compounded MP 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…
3y analysis · Full analysis span regression · 6 months rolling