+802.8%
TEAM vs COO
+108.4%
+694.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -1.8% |
| 7D | -0.4% | -2.2% | +1.8% | +0.9% |
| 30D | +67.3% | -7.0% | +74.3% | +74.7% |
| 3M | +86.8% | +12.2% | +74.6% | +74.5% |
| 6M | +146.8% | -15.1% | +161.9% | +168.9% |
| YTD | +16.9% | -15.1% | +32.0% | +27.4% |
| 1Y | +12.8% | +2.3% | +10.5% | +9.3% |
| 3Y | -7.3% | -23.7% | +16.4% | +2.8% |
| 5Y | -50.7% | -38.9% | -11.8% | -38.4% |
| 10Y | +529.8% | +49.9% | +479.9% | +341.0% |
| All | +802.8% | +108.4% | +694.4% | +336.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling