+281.8%
GE vs TEAM
-14.9%
+296.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.9% | +6.3% | -0.4% |
| 7D | +1.2% | -5.7% | +6.8% | +1.4% |
| 30D | -9.5% | +18.3% | -27.9% | -10.3% |
| 3M | +4.1% | +80.2% | -76.1% | +0.2% |
| 6M | +3.9% | +111.0% | -107.0% | -1.3% |
| YTD | +9.0% | +8.8% | +0.2% | +13.5% |
| 1Y | +21.9% | +2.2% | +19.8% | +27.8% |
| 3Y | +281.8% | -14.6% | +296.4% | +302.9% |
| All | +281.8% | -14.9% | +296.7% | +302.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling