+58.5%
ON vs TEAM
-53.6%
+112.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.9% | +2.5% | -2.9% |
| 7D | -2.2% | -5.7% | +3.5% | -0.9% |
| 30D | -12.4% | +18.3% | -30.8% | -16.0% |
| 3M | -41.2% | +80.2% | -121.4% | -50.4% |
| 6M | +25.0% | +111.0% | -86.0% | -3.0% |
| YTD | +31.3% | +8.8% | +22.5% | +24.3% |
| 1Y | +45.4% | +2.2% | +43.3% | +40.1% |
| 3Y | -27.4% | -14.6% | -12.8% | -29.9% |
| 5Y | +58.5% | -53.8% | +112.3% | +73.7% |
| All | +58.5% | -53.6% | +112.1% | +73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 5y: compounded portfolio wealth divided by compounded TEAM 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…
5y analysis · Full analysis span regression · 6 months rolling