+12.8%
TEAM vs OMC
+9.8%
+3.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.5% | -0.1% | -1.2% |
| 7D | -0.4% | -6.4% | +6.0% | +3.2% |
| 30D | +67.3% | +1.1% | +66.2% | +67.4% |
| 3M | +86.8% | +10.4% | +76.4% | +81.1% |
| 6M | +146.8% | -1.7% | +148.5% | +146.3% |
| YTD | +16.9% | +4.4% | +12.5% | +17.1% |
| 1Y | +12.8% | +8.4% | +4.3% | +12.3% |
| All | +12.8% | +9.8% | +3.0% | +12.3% |
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