+802.8%
TEAM vs MSI
+696.9%
+105.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.2% |
| 7D | -0.4% | -3.7% | +3.3% | +1.4% |
| 30D | +67.3% | +6.8% | +60.5% | +60.5% |
| 3M | +86.8% | +14.3% | +72.5% | +73.2% |
| 6M | +146.8% | -1.6% | +148.4% | +145.5% |
| YTD | +16.9% | +22.8% | -5.9% | +1.9% |
| 1Y | +12.8% | -1.1% | +13.9% | +10.6% |
| 3Y | -7.3% | +70.5% | -77.7% | -34.8% |
| 5Y | -50.7% | +102.8% | -153.5% | -69.0% |
| 10Y | +529.8% | +597.4% | -67.6% | +80.8% |
| All | +802.8% | +696.9% | +105.8% | +143.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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