+802.8%
TEAM vs CG
+370.8%
+431.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -1.9% |
| 7D | -0.4% | -4.3% | +3.9% | +1.6% |
| 30D | +67.3% | -5.1% | +72.4% | +71.0% |
| 3M | +86.8% | +8.7% | +78.1% | +78.0% |
| 6M | +146.8% | -9.2% | +156.0% | +154.2% |
| YTD | +16.9% | -18.9% | +35.8% | +26.7% |
| 1Y | +12.8% | -25.6% | +38.4% | +26.3% |
| 3Y | -7.3% | +57.3% | -64.5% | -29.5% |
| 5Y | -50.7% | +10.2% | -60.9% | -57.0% |
| 10Y | +529.8% | +364.2% | +165.6% | +240.0% |
| All | +802.8% | +370.8% | +431.9% | +389.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling