+15.1%
TEAM vs CG
-14.1%
+29.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.5% | -5.1% | -1.9% |
| 7D | -13.7% | +9.4% | -23.2% | -16.1% |
| 30D | -3.4% | +8.7% | -12.2% | -6.1% |
| 3M | +72.1% | -15.0% | +87.1% | +80.6% |
| 6M | +103.8% | -13.2% | +117.0% | +112.5% |
| YTD | +17.1% | -26.2% | +43.3% | +29.3% |
| 1Y | +15.1% | -14.1% | +29.2% | +19.2% |
| All | +15.1% | -14.1% | +29.1% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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