+475.2%
TEAM vs MSCI
+594.9%
-119.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.8% | -3.2% | -4.2% |
| 7D | -5.7% | -2.1% | -3.6% | -4.1% |
| 30D | +18.3% | -1.7% | +20.1% | +20.3% |
| 3M | +80.2% | -8.2% | +88.4% | +92.8% |
| 6M | +111.0% | -2.4% | +113.4% | +117.8% |
| YTD | +8.8% | -2.8% | +11.6% | +11.9% |
| 1Y | +2.2% | -2.7% | +4.8% | +4.2% |
| 3Y | -14.6% | +7.3% | -21.9% | -21.2% |
| 5Y | -53.8% | -11.4% | -42.4% | -51.6% |
| 10Y | +475.2% | +605.8% | -130.6% | +100.5% |
| All | +475.2% | +594.9% | -119.7% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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