+268.6%
GE vs TEAM
-13.4%
+282.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -16.2% | +18.9% | +3.2% |
| 7D | +7.1% | -19.8% | +26.9% | +7.7% |
| 30D | +6.5% | -21.5% | +28.0% | +7.1% |
| 3M | -13.6% | +39.5% | -53.1% | -15.5% |
| 6M | +6.0% | +73.1% | -67.1% | +2.0% |
| YTD | +5.4% | -5.2% | +10.6% | +10.3% |
| 1Y | +6.5% | -1.6% | +8.0% | +10.6% |
| 3Y | +268.6% | -11.4% | +280.0% | +295.5% |
| All | +268.6% | -13.4% | +282.0% | +295.5% |
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 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