-28.0%
ORCL vs TEAM
+11.3%
-39.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.7% | +3.6% |
| 7D | +5.3% | -0.4% | +5.7% | +5.4% |
| 30D | +10.0% | +67.3% | -57.3% | -1.3% |
| 3M | -32.6% | +86.8% | -119.4% | -41.2% |
| 6M | +4.9% | +146.8% | -141.9% | -16.3% |
| YTD | -17.8% | +16.9% | -34.7% | -39.1% |
| 1Y | -28.0% | +12.8% | -40.8% | -48.3% |
| All | -28.0% | +11.3% | -39.3% | -48.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling