+12.8%
TEAM vs DGX
+33.7%
-20.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.8% |
| 7D | -0.4% | -2.3% | +1.9% | -0.8% |
| 30D | +67.3% | +0.6% | +66.7% | +67.4% |
| 3M | +86.8% | +21.4% | +65.4% | +93.4% |
| 6M | +146.8% | +14.7% | +132.1% | +155.6% |
| YTD | +16.9% | +38.4% | -21.5% | +18.8% |
| 1Y | +12.8% | +34.0% | -21.2% | +10.8% |
| All | +12.8% | +33.7% | -20.9% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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