+494.0%
TEAM vs OMC
+35.0%
+459.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.4% | +0.6% |
| 7D | -7.8% | -6.2% | -1.5% | -5.9% |
| 30D | +16.5% | -7.6% | +24.1% | +19.6% |
| 3M | +96.2% | +7.4% | +88.8% | +93.4% |
| 6M | +130.2% | +0.1% | +130.0% | +131.6% |
| YTD | +10.7% | +0.4% | +10.3% | +10.9% |
| 1Y | +3.0% | +7.8% | -4.8% | +1.0% |
| 3Y | -13.1% | +11.8% | -24.9% | -15.7% |
| 5Y | -52.7% | +32.5% | -85.2% | -55.4% |
| All | +494.0% | +35.0% | +459.0% | +472.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling