+16.5%
ORCL vs TEAM
-12.5%
+29.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.6% | +6.2% | +8.2% |
| 7D | +3.8% | -19.7% | +23.5% | +8.5% |
| 30D | -6.6% | -26.6% | +20.1% | -0.3% |
| 3M | -11.4% | -1.1% | -10.4% | -11.9% |
| 6M | -33.3% | +74.6% | -107.9% | -43.0% |
| YTD | -33.3% | -6.0% | -27.3% | -36.6% |
| 1Y | -44.9% | -3.2% | -41.7% | -48.1% |
| All | +16.5% | -12.5% | +29.0% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling