+3.0%
TEAM vs CG
-30.6%
+33.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.7% |
| 7D | -7.8% | -9.8% | +2.0% | -4.8% |
| 30D | +16.5% | -10.3% | +26.8% | +20.6% |
| 3M | +96.2% | -1.7% | +97.8% | +96.7% |
| 6M | +130.2% | -9.8% | +140.0% | +135.6% |
| YTD | +10.7% | -25.6% | +36.3% | +20.4% |
| 1Y | +3.0% | -32.5% | +35.5% | +17.1% |
| All | +3.0% | -30.6% | +33.6% | +17.1% |
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