+502.9%
TEAM vs O
+49.9%
+453.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.2% |
| 7D | -4.7% | -2.3% | -2.4% | -4.1% |
| 30D | +17.0% | -2.4% | +19.5% | +17.9% |
| 3M | +85.9% | -0.6% | +86.5% | +86.4% |
| 6M | +116.7% | -5.0% | +121.6% | +119.0% |
| YTD | +9.6% | +10.4% | -0.8% | +5.3% |
| 1Y | -2.5% | +6.6% | -9.1% | -5.3% |
| 3Y | -14.0% | +28.4% | -42.4% | -21.9% |
| 5Y | -53.1% | +15.3% | -68.4% | -55.6% |
| 10Y | +502.9% | +55.3% | +447.6% | +456.7% |
| All | +502.9% | +49.9% | +453.0% | +456.7% |
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