+494.0%
TEAM vs GAP
+27.6%
+466.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.3% |
| 7D | -7.8% | -6.3% | -1.4% | -6.9% |
| 30D | +16.5% | -0.2% | +16.8% | +16.3% |
| 3M | +96.2% | 0.0% | +96.1% | +95.8% |
| 6M | +130.2% | -8.1% | +138.3% | +130.3% |
| YTD | +10.7% | -16.5% | +27.2% | +12.0% |
| 1Y | +3.0% | -10.5% | +13.5% | +2.6% |
| 3Y | -13.1% | +104.0% | -117.1% | -27.7% |
| 5Y | -52.7% | +6.8% | -59.5% | -59.6% |
| All | +494.0% | +27.6% | +466.4% | +382.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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