+298.1%
MCHP vs TEAM
+740.1%
-442.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.9% | +5.9% | +0.6% |
| 7D | +2.8% | -5.7% | +8.4% | +4.1% |
| 30D | -12.8% | +18.3% | -31.2% | -16.8% |
| 3M | -19.2% | +80.2% | -99.4% | -31.8% |
| 6M | +14.5% | +111.0% | -96.4% | -10.4% |
| YTD | +17.1% | +8.8% | +8.3% | +8.7% |
| 1Y | +15.3% | +2.2% | +13.2% | +8.6% |
| 3Y | +0.5% | -14.6% | +15.1% | -3.8% |
| 5Y | +6.1% | -53.8% | +59.9% | +9.2% |
| 10Y | +192.2% | +475.2% | -283.0% | +73.8% |
| All | +298.1% | +740.1% | -442.0% | +131.6% |
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