-14.6%
TEAM vs MTB
+118.5%
-133.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.4% | -6.7% |
| 7D | -5.7% | +2.8% | -8.4% | -6.6% |
| 30D | +18.3% | -4.2% | +22.5% | +20.1% |
| 3M | +80.2% | +7.8% | +72.4% | +75.0% |
| 6M | +111.0% | +14.8% | +96.2% | +98.3% |
| YTD | +8.8% | +20.8% | -12.0% | -0.4% |
| 1Y | +2.2% | +23.1% | -21.0% | -7.5% |
| 3Y | -14.6% | +114.8% | -129.4% | -38.7% |
| All | -14.6% | +118.5% | -133.1% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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