+441.0%
TEAM vs CG
+308.6%
+132.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.6% | -3.4% |
| 7D | -22.2% | +2.0% | -24.2% | -23.1% |
| 30D | -28.1% | +8.5% | -36.7% | -31.2% |
| 3M | -2.2% | -12.1% | +10.0% | +3.5% |
| 6M | +62.2% | -16.4% | +78.7% | +74.0% |
| YTD | -8.4% | -28.0% | +19.6% | +4.7% |
| 1Y | -6.6% | -18.9% | +12.3% | +0.4% |
| 3Y | -15.7% | +51.2% | -67.0% | -36.0% |
| 5Y | -65.7% | -15.9% | -49.9% | -67.4% |
| 10Y | +441.0% | +305.9% | +135.0% | +220.0% |
| All | +441.0% | +308.6% | +132.4% | +220.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling