+214.8%
MCD vs TEAM
+607.6%
-392.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.3% | +0.5% |
| 7D | +7.3% | -22.2% | +29.5% | +8.6% |
| 30D | +20.0% | -28.1% | +48.1% | +21.8% |
| 3M | +3.8% | -2.2% | +6.0% | +3.6% |
| 6M | +3.8% | +62.2% | -58.5% | 0.0% |
| YTD | -5.9% | -8.4% | +2.5% | -6.5% |
| 1Y | -3.2% | -6.6% | +3.4% | -4.0% |
| 3Y | +13.3% | -15.7% | +29.0% | +11.0% |
| 5Y | +25.2% | -65.7% | +91.0% | +27.9% |
| 10Y | +213.3% | +441.0% | -227.6% | +158.6% |
| All | +214.8% | +607.6% | -392.8% | +157.8% |
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 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