-1.4%
TEAM vs AG
+7.9%
-9.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.4% |
| 7D | -2.4% | -10.0% | +7.6% | -2.0% |
| 30D | -26.7% | -10.5% | -16.2% | -26.4% |
| 3M | -9.6% | -27.3% | +17.6% | -9.0% |
| 6M | +86.0% | -43.0% | +129.0% | +84.3% |
| YTD | -7.5% | -17.9% | +10.4% | -12.3% |
| 1Y | -1.4% | +11.9% | -13.3% | -9.2% |
| All | -1.4% | +7.9% | -9.2% | -9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling