+746.4%
TEAM vs MKSI
+703.3%
+43.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.2% | +0.4% |
| 7D | -4.7% | +6.6% | -11.3% | -6.8% |
| 30D | +17.0% | -8.2% | +25.3% | +19.5% |
| 3M | +85.9% | -16.4% | +102.3% | +86.5% |
| 6M | +116.7% | +23.0% | +93.7% | +81.9% |
| YTD | +9.6% | +68.2% | -58.6% | -21.5% |
| 1Y | -2.5% | +148.6% | -151.1% | -42.6% |
| 3Y | -14.0% | +196.0% | -209.9% | -57.5% |
| 5Y | -53.1% | +87.4% | -140.5% | -72.2% |
| 10Y | +502.9% | +523.8% | -20.9% | +86.6% |
| All | +746.4% | +703.3% | +43.1% | +134.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling