+15.1%
TEAM vs MKSI
+40.1%
-25.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -1.8% |
| 7D | -13.7% | -10.7% | -3.1% | -16.2% |
| 30D | -3.4% | -30.5% | +27.1% | -12.3% |
| 3M | +72.1% | -39.2% | +111.3% | +50.8% |
| 6M | +103.8% | -33.0% | +136.8% | +87.5% |
| YTD | +17.1% | +22.3% | -5.2% | +14.3% |
| 1Y | +15.1% | +42.7% | -27.6% | +12.2% |
| All | +15.1% | +40.1% | -25.0% | +12.2% |
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