+185.3%
MCD vs TEAM
+802.8%
-617.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.9% |
| 3M | -5.6% | +86.8% | -92.4% | -9.3% |
| 6M | -21.9% | +146.8% | -168.7% | -26.5% |
| YTD | -14.7% | +16.9% | -31.6% | -16.2% |
| 1Y | -17.3% | +12.8% | -30.1% | -18.6% |
| 3Y | -2.2% | -7.3% | +5.1% | -4.2% |
| 5Y | +20.3% | -50.7% | +71.0% | +20.2% |
| 10Y | +180.7% | +529.8% | -349.1% | +130.1% |
| All | +185.3% | +802.8% | -617.5% | +131.2% |
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