+627.7%
GEV vs TEAM
-8.4%
+636.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.1% |
| 7D | +3.2% | -4.7% | +7.8% | +3.4% |
| 30D | -4.0% | +17.0% | -21.1% | -4.9% |
| 3M | +3.4% | +85.9% | -82.5% | -0.7% |
| 6M | +14.7% | +116.7% | -102.0% | +6.9% |
| YTD | +45.8% | +9.6% | +36.2% | +60.8% |
| 1Y | +57.4% | -2.5% | +59.9% | +79.2% |
| All | +627.7% | -8.4% | +636.1% | +777.4% |
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