+3.0%
TEAM vs MKC
-23.8%
+26.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.1% |
| 7D | -7.8% | -2.8% | -4.9% | -7.6% |
| 30D | +16.5% | -3.4% | +19.9% | +16.9% |
| 3M | +96.2% | +3.8% | +92.4% | +97.8% |
| 6M | +130.2% | -17.9% | +148.1% | +119.2% |
| YTD | +10.7% | -23.6% | +34.4% | +5.2% |
| 1Y | +3.0% | -23.1% | +26.1% | -2.5% |
| All | +3.0% | -23.8% | +26.8% | -2.5% |
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