+12.8%
TEAM vs MKSI
+162.5%
-149.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.3% | -6.9% | -1.7% |
| 7D | -0.4% | +1.8% | -2.2% | 0.0% |
| 30D | +67.3% | -16.8% | +84.1% | +60.3% |
| 3M | +86.8% | -21.1% | +107.9% | +79.3% |
| 6M | +146.8% | +10.8% | +136.0% | +149.0% |
| YTD | +16.9% | +63.3% | -46.4% | +16.3% |
| 1Y | +12.8% | +157.0% | -144.2% | +18.4% |
| All | +12.8% | +162.5% | -149.7% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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