+625.2%
TEAM vs MKC
+34.2%
+591.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | -16.9% | -7.3% | -9.6% | -15.6% |
| 30D | -26.8% | +4.0% | -30.8% | -27.3% |
| 3M | -1.9% | -11.5% | +9.6% | +0.3% |
| 6M | +79.2% | +1.1% | +78.1% | +79.3% |
| YTD | -6.1% | -29.9% | +23.8% | -0.3% |
| 1Y | -2.1% | -27.0% | +24.9% | +3.0% |
| 3Y | -13.6% | -22.3% | +8.7% | -12.0% |
| 5Y | -65.8% | -36.0% | -29.8% | -64.0% |
| 10Y | +454.0% | +24.2% | +429.8% | +430.7% |
| All | +625.2% | +34.2% | +591.0% | +625.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling