-7.9%
TEAM vs MP
+154.2%
-162.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -4.0% | -2.7% |
| 7D | -0.4% | -2.9% | +2.4% | -0.3% |
| 30D | +67.3% | +13.8% | +53.5% | +65.6% |
| 3M | +86.8% | -16.7% | +103.5% | +88.4% |
| 6M | +146.8% | -11.5% | +158.3% | +146.9% |
| YTD | +16.9% | +7.9% | +9.0% | +14.6% |
| 1Y | +12.8% | -15.0% | +27.8% | +11.6% |
| All | -7.9% | +154.2% | -162.1% | -31.8% |
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