+15.1%
TEAM vs OMC
+24.5%
-9.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.2% | -5.8% | -3.5% |
| 7D | -13.7% | +12.5% | -26.3% | -19.7% |
| 30D | -3.4% | +16.3% | -19.7% | -12.0% |
| 3M | +72.1% | +8.1% | +64.1% | +65.1% |
| 6M | +103.8% | +17.2% | +86.7% | +89.8% |
| YTD | +17.1% | +11.8% | +5.3% | +12.5% |
| 1Y | +15.1% | +23.9% | -8.9% | +8.2% |
| All | +15.1% | +24.5% | -9.4% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 1y: compounded portfolio wealth divided by compounded OMC 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…
1y analysis · Full analysis span regression · 6 months rolling