+802.8%
TEAM vs AG
+529.6%
+273.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.0% | -0.7% | -2.5% |
| 7D | -0.4% | +1.0% | -1.5% | -0.5% |
| 30D | +67.3% | +19.2% | +48.1% | +65.1% |
| 3M | +86.8% | +6.2% | +80.6% | +85.3% |
| 6M | +146.8% | -26.7% | +173.5% | +150.4% |
| YTD | +16.9% | +26.1% | -9.2% | +12.4% |
| 1Y | +12.8% | +131.7% | -118.9% | +2.0% |
| 3Y | -7.3% | +255.3% | -262.6% | -21.6% |
| 5Y | -50.7% | +61.9% | -112.6% | -57.1% |
| 10Y | +529.8% | +72.0% | +457.8% | +435.1% |
| All | +802.8% | +529.6% | +273.2% | +783.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling