+475.2%
TEAM vs AG
+57.4%
+417.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.0% | -5.9% | -6.8% |
| 7D | -5.7% | +4.5% | -10.2% | -6.1% |
| 30D | +18.3% | +12.9% | +5.5% | +17.0% |
| 3M | +80.2% | +20.9% | +59.3% | +76.7% |
| 6M | +111.0% | -19.5% | +130.5% | +112.9% |
| YTD | +8.8% | +24.8% | -16.0% | +4.0% |
| 1Y | +2.2% | +120.2% | -118.1% | -8.9% |
| 3Y | -14.6% | +279.0% | -293.6% | -30.6% |
| 5Y | -53.8% | +67.9% | -121.7% | -60.7% |
| 10Y | +475.2% | +57.5% | +417.7% | +456.1% |
| All | +475.2% | +57.4% | +417.8% | +456.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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