+443.6%
TEAM vs CG
+278.5%
+165.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.6% | -2.0% |
| 7D | -2.4% | +0.2% | -2.6% | -2.7% |
| 30D | -26.7% | +11.2% | -37.9% | -30.7% |
| 3M | -9.6% | -22.1% | +12.5% | +1.1% |
| 6M | +86.0% | -17.9% | +104.0% | +100.8% |
| YTD | -7.5% | -31.3% | +23.8% | +8.0% |
| 1Y | -1.4% | -24.0% | +22.6% | +9.4% |
| 3Y | -14.3% | +45.0% | -59.3% | -33.7% |
| 5Y | -66.3% | -22.6% | -43.7% | -66.9% |
| All | +443.6% | +278.5% | +165.2% | +229.6% |
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