-14.6%
TEAM vs DG
+10.3%
-25.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.0% | -2.9% | -6.6% |
| 7D | -5.7% | -2.5% | -3.2% | -5.5% |
| 30D | +18.3% | +1.0% | +17.3% | +18.2% |
| 3M | +80.2% | +20.3% | +59.9% | +79.0% |
| 6M | +111.0% | -11.7% | +122.7% | +108.8% |
| YTD | +8.8% | -2.3% | +11.1% | +8.1% |
| 1Y | +2.2% | +20.0% | -17.8% | +2.1% |
| 3Y | -14.6% | +7.2% | -21.8% | -13.2% |
| All | -14.6% | +10.3% | -25.0% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling