+614.2%
TEAM vs MKC
+35.8%
+578.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.7% |
| 7D | -2.4% | -3.0% | +0.6% | -1.8% |
| 30D | -26.7% | +4.8% | -31.5% | -27.4% |
| 3M | -9.6% | -12.8% | +3.2% | -7.3% |
| 6M | +86.0% | +5.0% | +81.0% | +84.9% |
| YTD | -7.5% | -29.1% | +21.6% | -2.0% |
| 1Y | -1.4% | -26.4% | +25.0% | +3.6% |
| 3Y | -14.3% | -21.6% | +7.3% | -12.9% |
| 5Y | -66.3% | -35.2% | -31.1% | -64.6% |
| 10Y | +445.6% | +25.6% | +420.0% | +421.5% |
| All | +614.2% | +35.8% | +578.5% | +613.0% |
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 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