+454.5%
TEAM vs O
+82.5%
+372.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | -19.7% | +0.6% | -20.3% | -19.8% |
| 30D | -26.6% | +9.4% | -36.0% | -28.4% |
| 3M | -1.1% | -2.4% | +1.3% | -0.5% |
| 6M | +74.6% | -1.9% | +76.5% | +75.2% |
| YTD | -6.0% | +10.5% | -16.4% | -9.8% |
| 1Y | -3.2% | +10.0% | -13.2% | -7.0% |
| 3Y | -13.5% | +40.5% | -54.0% | -23.8% |
| 5Y | -65.5% | +10.2% | -75.7% | -67.1% |
| 10Y | +454.5% | +82.5% | +372.1% | +394.6% |
| All | +454.5% | +82.5% | +372.1% | +394.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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