-53.1%
TEAM vs MKC
-34.7%
-18.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +0.8% |
| 7D | -4.7% | -4.3% | -0.4% | -4.2% |
| 30D | +17.0% | -3.1% | +20.1% | +17.5% |
| 3M | +85.9% | +6.8% | +79.1% | +85.5% |
| 6M | +116.7% | -18.3% | +135.0% | +120.3% |
| YTD | +9.6% | -23.1% | +32.7% | +11.9% |
| 1Y | -2.5% | -23.7% | +21.1% | -0.4% |
| 3Y | -14.0% | -31.0% | +17.0% | -11.9% |
| 5Y | -53.1% | -33.5% | -19.6% | -44.0% |
| All | -53.1% | -34.7% | -18.4% | -44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling