+5.6%
TEAM vs GD
+55.3%
-49.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.1% | -2.7% |
| 7D | -10.2% | -3.9% | -6.3% | -9.1% |
| 30D | -5.5% | +8.1% | -13.6% | -8.2% |
| 3M | +61.7% | -6.8% | +68.5% | +65.4% |
| 6M | +98.5% | +3.0% | +95.5% | +96.4% |
| YTD | +13.0% | +7.8% | +5.3% | +9.8% |
| 1Y | +13.5% | +5.8% | +7.7% | +11.0% |
| All | +5.6% | +55.3% | -49.7% | -7.3% |
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