+315.8%
MRK vs TEAM
+802.8%
-487.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -1.2% |
| 7D | +1.3% | -0.4% | +1.8% | +1.3% |
| 30D | +17.1% | +67.3% | -50.2% | +15.1% |
| 3M | +25.9% | +86.8% | -60.9% | +23.1% |
| 6M | +26.8% | +146.8% | -120.0% | +22.4% |
| YTD | +44.9% | +16.9% | +28.0% | +44.0% |
| 1Y | +84.8% | +12.8% | +72.0% | +83.7% |
| 3Y | +50.1% | -7.3% | +57.4% | +48.7% |
| 5Y | +127.4% | -50.7% | +178.1% | +130.9% |
| 10Y | +240.0% | +529.8% | -289.9% | +163.0% |
| All | +315.8% | +802.8% | -487.0% | +213.5% |
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