-52.3%
TEAM vs MCK
+345.1%
-397.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -5.2% | -2.9% | -2.3% | -5.2% |
| 30D | +15.8% | +0.4% | +15.3% | +15.8% |
| 3M | +101.5% | +12.1% | +89.4% | +101.5% |
| 6M | +138.2% | -5.4% | +143.6% | +137.8% |
| YTD | +10.8% | +7.8% | +3.0% | +10.4% |
| 1Y | +1.7% | +22.9% | -21.3% | +0.1% |
| 3Y | -16.0% | +110.7% | -126.8% | -20.0% |
| All | -52.3% | +345.1% | -397.4% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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