+502.9%
TEAM vs CG
+324.5%
+178.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.0% | +4.8% | +2.7% |
| 7D | -4.7% | -6.4% | +1.8% | -1.6% |
| 30D | +17.0% | -7.1% | +24.1% | +21.3% |
| 3M | +85.9% | -1.6% | +87.5% | +85.7% |
| 6M | +116.7% | -8.3% | +125.0% | +122.4% |
| YTD | +9.6% | -23.8% | +33.4% | +22.6% |
| 1Y | -2.5% | -28.7% | +26.2% | +11.8% |
| 3Y | -14.0% | +49.2% | -63.1% | -33.8% |
| 5Y | -53.1% | +5.5% | -58.6% | -58.5% |
| 10Y | +502.9% | +331.2% | +171.7% | +239.8% |
| All | +502.9% | +324.5% | +178.4% | +239.8% |
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