+230.8%
MRK vs TEAM
+445.0%
-214.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.6% |
| 7D | +0.7% | -2.4% | +3.1% | +0.8% |
| 30D | +0.3% | -26.7% | +27.0% | +0.9% |
| 3M | +9.7% | -9.6% | +19.3% | +9.7% |
| 6M | +32.0% | +86.0% | -54.1% | +29.2% |
| YTD | +43.3% | -7.5% | +50.8% | +43.4% |
| 1Y | +63.7% | -1.4% | +65.0% | +63.4% |
| 3Y | +58.0% | -14.3% | +72.3% | +56.6% |
| 5Y | +105.0% | -66.3% | +171.3% | +113.6% |
| All | +230.8% | +445.0% | -214.2% | +154.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling