+18.7%
ON vs TEAM
-65.5%
+84.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.8% | +8.4% | +9.0% |
| 7D | -1.4% | -17.2% | +15.8% | +2.4% |
| 30D | -10.9% | -25.1% | +14.2% | -5.4% |
| 3M | -14.9% | +3.9% | -18.8% | -16.7% |
| 6M | -33.0% | +69.1% | -102.1% | -44.3% |
| YTD | +27.6% | -4.5% | +32.1% | +23.4% |
| 1Y | +44.5% | -1.9% | +46.3% | +38.4% |
| 3Y | +7.4% | -9.3% | +16.7% | -0.7% |
| 5Y | +18.7% | -65.2% | +83.9% | +47.1% |
| All | +18.7% | -65.5% | +84.2% | +47.1% |
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