+208.5%
MCD vs TEAM
+631.8%
-423.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -16.2% | +15.6% | +0.3% |
| 7D | +7.1% | -19.8% | +27.0% | +8.3% |
| 30D | +19.8% | -21.5% | +41.3% | +21.1% |
| 3M | +0.8% | +39.5% | -38.7% | -1.6% |
| 6M | -1.3% | +73.1% | -74.4% | -5.2% |
| YTD | -7.8% | -5.2% | -2.5% | -8.5% |
| 1Y | -5.0% | -1.6% | -3.4% | -6.0% |
| 3Y | +10.5% | -11.4% | +22.0% | +8.0% |
| 5Y | +22.0% | -65.1% | +87.1% | +24.5% |
| 10Y | +216.7% | +471.3% | -254.6% | +160.7% |
| All | +208.5% | +631.8% | -423.3% | +152.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling