+467.0%
TEAM vs COO
+40.7%
+426.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | -0.6% |
| 7D | -17.2% | +4.3% | -21.5% | -19.0% |
| 30D | -25.1% | +17.6% | -42.7% | -31.5% |
| 3M | +3.9% | -13.9% | +17.8% | +11.2% |
| 6M | +69.1% | +6.6% | +62.6% | +60.0% |
| YTD | -4.5% | -22.0% | +17.5% | +7.4% |
| 1Y | -1.9% | -8.8% | +6.9% | +0.3% |
| 3Y | -9.3% | -21.5% | +12.2% | -3.3% |
| 5Y | -65.2% | -41.0% | -24.1% | -56.4% |
| 10Y | +467.0% | +40.9% | +426.1% | +378.2% |
| All | +467.0% | +40.7% | +426.3% | +378.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling