-31.1%
ORCL vs TEAM
+2.0%
-33.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -6.9% | +9.3% | +3.6% |
| 7D | +15.0% | -5.7% | +20.7% | +16.1% |
| 30D | +10.5% | +18.3% | -7.8% | +6.8% |
| 3M | -23.0% | +80.2% | -103.2% | -32.6% |
| 6M | +7.0% | +111.0% | -104.0% | -13.0% |
| YTD | -15.8% | +8.8% | -24.6% | -37.7% |
| 1Y | -31.1% | +2.2% | -33.2% | -52.8% |
| All | -31.1% | +2.0% | -33.1% | -52.8% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling