+157.4%
GE vs TEAM
+444.3%
-286.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +1.0% |
| 7D | +5.4% | -22.2% | +27.6% | +7.5% |
| 30D | +9.6% | -28.1% | +37.8% | +12.4% |
| 3M | -7.7% | -2.2% | -5.6% | -8.2% |
| 6M | +14.0% | +62.2% | -48.2% | +6.7% |
| YTD | +10.2% | -8.4% | +18.5% | +9.0% |
| 1Y | +8.9% | -6.6% | +15.5% | +7.5% |
| 3Y | +273.7% | -15.7% | +289.4% | +265.8% |
| 5Y | +410.2% | -65.7% | +475.9% | +425.2% |
| 10Y | +157.4% | +441.0% | -283.5% | +104.5% |
| All | +157.4% | +444.3% | -286.9% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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