+15.1%
TEAM vs DG
+45.3%
-30.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.5% | -9.1% | -3.1% |
| 7D | -13.7% | +12.3% | -26.0% | -17.1% |
| 30D | -3.4% | +19.3% | -22.7% | -9.7% |
| 3M | +72.1% | +11.9% | +60.3% | +64.7% |
| 6M | +103.8% | +25.0% | +78.8% | +88.1% |
| YTD | +17.1% | +8.7% | +8.4% | +10.8% |
| 1Y | +15.1% | +44.7% | -29.6% | +2.3% |
| All | +15.1% | +45.3% | -30.2% | +2.3% |
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