+22.6%
MCD vs TEAM
-65.8%
+88.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -1.6% | -16.9% | +15.3% | -1.1% |
| 30D | +16.0% | -26.8% | +42.8% | +17.1% |
| 3M | 0.0% | -1.9% | +1.9% | -0.2% |
| 6M | +0.9% | +79.2% | -78.2% | -1.8% |
| YTD | -8.7% | -6.1% | -2.6% | -8.8% |
| 1Y | -8.6% | -2.1% | -6.5% | -8.9% |
| 3Y | +9.9% | -13.6% | +23.5% | +8.4% |
| 5Y | +22.6% | -65.8% | +88.4% | +28.5% |
| All | +22.6% | -65.8% | +88.4% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling