-41.6%
ORCL vs TEAM
-2.6%
-39.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.0% |
| 7D | +8.0% | -2.4% | +10.4% | +8.6% |
| 30D | -4.0% | -26.7% | +22.7% | +2.7% |
| 3M | -19.5% | -9.6% | -9.8% | -18.2% |
| 6M | -33.5% | +86.0% | -119.5% | -44.6% |
| YTD | -34.8% | -7.5% | -27.3% | -43.6% |
| 1Y | -41.6% | -1.4% | -40.3% | -50.0% |
| All | -41.6% | -2.6% | -39.0% | -50.0% |
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