+15.1%
TEAM vs MKC
-18.2%
+33.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.4% | -6.0% | -0.4% |
| 7D | -13.7% | +9.6% | -23.3% | -13.5% |
| 30D | -3.4% | +12.0% | -15.5% | -3.3% |
| 3M | +72.1% | -2.0% | +74.1% | +73.4% |
| 6M | +103.8% | +7.2% | +96.6% | +108.9% |
| YTD | +17.1% | -23.7% | +40.9% | +9.6% |
| 1Y | +15.1% | -18.3% | +33.4% | +8.9% |
| All | +15.1% | -18.2% | +33.3% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 1y: compounded portfolio wealth divided by compounded MKC 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…
1y analysis · Full analysis span regression · 6 months rolling