-16.0%
TEAM vs MKSI
+190.8%
-206.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.2% |
| 7D | -5.2% | +2.7% | -7.9% | -5.6% |
| 30D | +15.8% | -12.8% | +28.6% | +17.6% |
| 3M | +101.5% | -22.5% | +124.0% | +103.7% |
| 6M | +138.2% | +19.4% | +118.8% | +113.4% |
| YTD | +10.8% | +67.7% | -56.9% | -12.9% |
| 1Y | +1.7% | +131.4% | -129.7% | -29.9% |
| 3Y | -16.0% | +197.3% | -213.4% | -52.8% |
| All | -16.0% | +190.8% | -206.9% | -52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling