+802.8%
TEAM vs O
+110.5%
+692.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.4% |
| 7D | -0.4% | -0.7% | +0.3% | -0.2% |
| 30D | +67.3% | -1.9% | +69.2% | +68.2% |
| 3M | +86.8% | +3.8% | +82.9% | +85.1% |
| 6M | +146.8% | -4.7% | +151.6% | +149.2% |
| YTD | +16.9% | +12.5% | +4.4% | +12.0% |
| 1Y | +12.8% | +10.8% | +2.0% | +8.5% |
| 3Y | -7.3% | +28.8% | -36.1% | -15.6% |
| 5Y | -50.7% | +13.2% | -63.9% | -53.2% |
| 10Y | +529.8% | +53.5% | +476.4% | +465.9% |
| All | +802.8% | +110.5% | +692.2% | +824.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling