+130.3%
MRK vs TEAM
-52.7%
+182.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -1.9% |
| 7D | -5.0% | -7.8% | +2.8% | -5.1% |
| 30D | +11.0% | +16.5% | -5.6% | +11.1% |
| 3M | +22.4% | +96.2% | -73.8% | +23.5% |
| 6M | +25.4% | +130.2% | -104.8% | +26.8% |
| YTD | +39.5% | +10.7% | +28.7% | +40.9% |
| 1Y | +78.0% | +3.0% | +75.0% | +79.8% |
| 3Y | +45.5% | -13.1% | +58.6% | +46.9% |
| 5Y | +130.3% | -52.7% | +183.0% | +142.3% |
| All | +130.3% | -52.7% | +182.9% | +142.3% |
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