+494.0%
TEAM vs DG
+99.2%
+394.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.3% |
| 7D | -7.8% | -6.3% | -1.5% | -6.5% |
| 30D | +16.5% | +2.4% | +14.1% | +16.0% |
| 3M | +96.2% | +12.4% | +83.7% | +92.0% |
| 6M | +130.2% | -14.9% | +145.1% | +136.9% |
| YTD | +10.7% | -6.1% | +16.8% | +11.8% |
| 1Y | +3.0% | +17.9% | -14.9% | -0.7% |
| 3Y | -13.1% | +3.1% | -16.2% | -17.0% |
| 5Y | -52.7% | -38.7% | -14.1% | -46.5% |
| All | +494.0% | +99.2% | +394.8% | +422.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling