+802.8%
TEAM vs MSCI
+821.1%
-18.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.4% |
| 7D | -0.4% | +0.4% | -0.8% | -0.7% |
| 30D | +67.3% | +0.6% | +66.7% | +66.8% |
| 3M | +86.8% | -7.1% | +93.9% | +97.9% |
| 6M | +146.8% | +0.8% | +146.0% | +148.3% |
| YTD | +16.9% | +1.0% | +15.9% | +16.8% |
| 1Y | +12.8% | +4.3% | +8.5% | +9.2% |
| 3Y | -7.3% | +9.9% | -17.2% | -16.1% |
| 5Y | -50.7% | -6.8% | -43.9% | -50.1% |
| 10Y | +529.8% | +614.7% | -84.8% | +69.5% |
| All | +802.8% | +821.1% | -18.3% | +80.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling