+452.0%
TEAM vs COO
+40.1%
+411.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.5% |
| 7D | -16.9% | -2.1% | -14.8% | -15.8% |
| 30D | -26.8% | +13.9% | -40.7% | -31.9% |
| 3M | -1.9% | -18.9% | +17.0% | +8.6% |
| 6M | +79.2% | +3.7% | +75.4% | +71.9% |
| YTD | -6.1% | -24.1% | +18.0% | +7.2% |
| 1Y | -2.1% | -14.2% | +12.1% | +3.6% |
| 3Y | -13.6% | -24.5% | +10.8% | -5.8% |
| 5Y | -65.8% | -40.4% | -25.4% | -57.2% |
| All | +452.0% | +40.1% | +411.9% | +345.9% |
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