+32.7%
ORCL vs TEAM
-6.9%
+39.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.7% | +3.7% |
| 7D | +5.3% | -0.4% | +5.7% | +5.4% |
| 30D | +10.0% | +67.3% | -57.3% | -3.1% |
| 3M | -32.6% | +86.8% | -119.4% | -42.7% |
| 6M | +4.9% | +146.8% | -141.9% | -17.8% |
| YTD | -17.8% | +16.9% | -34.7% | -25.1% |
| 1Y | -28.0% | +12.8% | -40.8% | -34.5% |
| All | +32.7% | -6.9% | +39.5% | +25.0% |
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 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