+383.4%
ORCL vs TEAM
+802.8%
-419.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.7% | +3.5% |
| 7D | +5.3% | -0.4% | +5.7% | +5.3% |
| 30D | +10.0% | +67.3% | -57.3% | -0.1% |
| 3M | -32.6% | +86.8% | -119.4% | -40.3% |
| 6M | +4.9% | +146.8% | -141.9% | -12.1% |
| YTD | -17.8% | +16.9% | -34.7% | -23.0% |
| 1Y | -28.0% | +12.8% | -40.8% | -32.6% |
| 3Y | +36.0% | -7.3% | +43.3% | +28.8% |
| 5Y | +88.7% | -50.7% | +139.4% | +84.8% |
| 10Y | +346.9% | +529.8% | -182.9% | +211.4% |
| All | +383.4% | +802.8% | -419.4% | +235.3% |
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