+1.4%
MCHP vs TEAM
-52.7%
+54.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.2% |
| 7D | -2.1% | -7.8% | +5.7% | -0.4% |
| 30D | -11.1% | +16.5% | -27.7% | -14.6% |
| 3M | -18.1% | +96.2% | -114.3% | -31.5% |
| 6M | +10.8% | +130.2% | -119.4% | -14.1% |
| YTD | +14.2% | +10.7% | +3.5% | +8.1% |
| 1Y | +13.5% | +3.0% | +10.4% | +9.4% |
| 3Y | -2.0% | -13.1% | +11.1% | -4.3% |
| 5Y | +1.4% | -52.7% | +54.1% | +5.3% |
| All | +1.4% | -52.7% | +54.1% | +5.3% |
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