-39.7%
ORCL vs TEAM
+68.0%
-107.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -16.2% | +17.0% | +3.9% |
| 7D | -11.2% | -19.8% | +8.7% | -7.5% |
| 30D | -18.8% | -21.5% | +2.7% | -15.1% |
| 3M | -18.8% | +39.5% | -58.3% | -24.8% |
| 6M | -39.7% | +73.1% | -112.8% | -48.0% |
| All | -39.7% | +68.0% | -107.7% | -48.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling