+152.0%
GE vs TEAM
+445.0%
-293.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.4% |
| 7D | +2.7% | -2.4% | +5.1% | +2.9% |
| 30D | +8.1% | -26.7% | +34.8% | +10.6% |
| 3M | -7.9% | -9.6% | +1.8% | -7.7% |
| 6M | +12.9% | +86.0% | -73.1% | +4.2% |
| YTD | +8.2% | -7.5% | +15.7% | +7.0% |
| 1Y | +9.7% | -1.4% | +11.0% | +7.5% |
| 3Y | +266.1% | -14.3% | +280.4% | +257.8% |
| 5Y | +407.4% | -66.3% | +473.7% | +423.2% |
| All | +152.0% | +445.0% | -293.1% | +100.0% |
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