+494.4%
TEAM vs AIG
+66.2%
+428.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -5.2% | -1.2% | -4.1% | -4.9% |
| 30D | +15.8% | -1.1% | +16.8% | +16.1% |
| 3M | +101.5% | +0.7% | +100.8% | +101.2% |
| 6M | +138.2% | -2.2% | +140.3% | +139.4% |
| YTD | +10.8% | -10.8% | +21.7% | +13.4% |
| 1Y | +1.7% | -2.0% | +3.7% | +1.7% |
| 3Y | -16.0% | +34.8% | -50.9% | -21.4% |
| 5Y | -52.7% | +55.0% | -107.7% | -56.9% |
| All | +494.4% | +66.2% | +428.3% | +404.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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