+755.1%
TEAM vs MCK
+408.4%
+346.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.2% |
| 7D | -7.8% | -4.4% | -3.4% | -7.3% |
| 30D | +16.5% | -2.2% | +18.8% | +16.8% |
| 3M | +96.2% | +11.6% | +84.6% | +93.5% |
| 6M | +130.2% | -4.9% | +135.1% | +131.0% |
| YTD | +10.7% | +7.7% | +3.0% | +8.9% |
| 1Y | +3.0% | +25.2% | -22.2% | -1.2% |
| 3Y | -13.1% | +112.1% | -125.2% | -23.7% |
| 5Y | -52.7% | +345.8% | -398.6% | -64.1% |
| 10Y | +509.1% | +439.7% | +69.4% | +325.3% |
| All | +755.1% | +408.4% | +346.7% | +564.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling