+12.8%
TEAM vs DG
+23.4%
-10.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -3.1% |
| 7D | -0.4% | +8.4% | -8.8% | -3.3% |
| 30D | +67.3% | +4.9% | +62.4% | +64.1% |
| 3M | +86.8% | +29.3% | +57.4% | +74.1% |
| 6M | +146.8% | -11.3% | +158.1% | +141.6% |
| YTD | +16.9% | +1.8% | +15.2% | +13.4% |
| 1Y | +12.8% | +25.3% | -12.5% | +5.1% |
| All | +12.8% | +23.4% | -10.6% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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