+21.6%
MCD vs TEAM
-50.6%
+72.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -1.4% |
| 7D | -2.8% | -0.4% | -2.4% | -2.8% |
| 30D | -6.0% | +67.3% | -73.3% | -7.8% |
| 3M | -5.6% | +86.8% | -92.4% | -8.0% |
| 6M | -21.9% | +146.8% | -168.7% | -24.8% |
| YTD | -14.7% | +16.9% | -31.6% | -15.3% |
| 1Y | -17.3% | +12.8% | -30.1% | -17.8% |
| 3Y | -2.2% | -7.3% | +5.1% | -3.1% |
| All | +21.6% | -50.6% | +72.2% | +20.8% |
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