-11.4%
TEAM vs O
+37.3%
-48.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.8% | -15.4% | -16.2% |
| 7D | -19.8% | +3.7% | -23.5% | -19.8% |
| 30D | -21.5% | +11.2% | -32.7% | -21.6% |
| 3M | +39.5% | -4.0% | +43.5% | +40.1% |
| 6M | +73.1% | -5.2% | +78.3% | +74.3% |
| YTD | -5.2% | +9.5% | -14.7% | -8.3% |
| 1Y | -1.6% | +10.6% | -12.2% | -5.2% |
| 3Y | -11.4% | +38.1% | -49.6% | -28.0% |
| All | -11.4% | +37.3% | -48.7% | -28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling