-11.4%
TEAM vs GD
+54.3%
-65.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.6% | -15.5% | -16.0% |
| 7D | -19.8% | -5.0% | -14.9% | -18.5% |
| 30D | -21.5% | +8.9% | -30.4% | -23.9% |
| 3M | +39.5% | -8.0% | +47.5% | +43.3% |
| 6M | +73.1% | +2.9% | +70.2% | +71.3% |
| YTD | -5.2% | +7.1% | -12.3% | -7.7% |
| 1Y | -1.6% | +5.9% | -7.5% | -3.8% |
| 3Y | -11.4% | +53.9% | -65.3% | -22.1% |
| All | -11.4% | +54.3% | -65.8% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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