-5.0%
MCD vs TEAM
-3.7%
-1.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -16.2% | +15.6% | -0.6% |
| 7D | +7.1% | -19.8% | +27.0% | +7.0% |
| 30D | +19.8% | -21.5% | +41.3% | +19.6% |
| 3M | +0.8% | +39.5% | -38.7% | +0.8% |
| 6M | -1.3% | +73.1% | -74.4% | -1.5% |
| YTD | -7.8% | -5.2% | -2.5% | -5.8% |
| 1Y | -5.0% | -1.6% | -3.4% | -3.3% |
| All | -5.0% | -3.7% | -1.3% | -3.3% |
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