-3.9%
MCD vs TEAM
+8.9%
-12.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.1% | +6.5% |
| 7D | +11.9% | -13.7% | +25.6% | +11.8% |
| 30D | +20.2% | -3.4% | +23.7% | +20.2% |
| 3M | +5.2% | +72.1% | -67.0% | +5.2% |
| 6M | 0.0% | +103.8% | -103.8% | -0.3% |
| YTD | -6.5% | +17.1% | -23.6% | -3.8% |
| 1Y | -3.9% | +15.1% | -19.0% | -0.9% |
| All | -3.9% | +8.9% | -12.9% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 1y: compounded portfolio wealth divided by compounded TEAM 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…
1y analysis · Full analysis span regression · 6 months rolling