+514.9%
GEV vs TEAM
-22.7%
+537.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.8% |
| 7D | +3.7% | -2.4% | +6.1% | +3.9% |
| 30D | -14.7% | -26.7% | +12.0% | -13.6% |
| 3M | -23.4% | -9.6% | -13.8% | -23.3% |
| 6M | -24.3% | +86.0% | -110.4% | -28.9% |
| YTD | +23.2% | -7.5% | +30.7% | +36.6% |
| 1Y | +44.2% | -1.4% | +45.6% | +56.4% |
| All | +514.9% | -22.7% | +537.5% | +645.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling