+254.7%
ORCL vs TEAM
+631.8%
-377.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -16.2% | +17.0% | +3.5% |
| 7D | -11.2% | -19.8% | +8.7% | -8.0% |
| 30D | -18.8% | -21.5% | +2.7% | -15.6% |
| 3M | -18.8% | +39.5% | -58.3% | -24.3% |
| 6M | -39.7% | +73.1% | -112.8% | -46.3% |
| YTD | -39.6% | -5.2% | -34.4% | -41.7% |
| 1Y | -51.7% | -1.6% | -50.2% | -53.7% |
| 3Y | +10.2% | -11.4% | +21.7% | +5.2% |
| 5Y | +30.8% | -65.1% | +95.9% | +34.7% |
| 10Y | +252.1% | +471.3% | -219.2% | +151.8% |
| All | +254.7% | +631.8% | -377.1% | +153.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling