-50.3%
TEAM vs GD
+97.9%
-148.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.8% | -1.9% |
| 7D | -0.4% | -5.3% | +4.8% | +1.9% |
| 30D | +67.3% | -6.4% | +73.7% | +72.3% |
| 3M | +86.8% | +5.7% | +81.1% | +82.3% |
| 6M | +146.8% | -0.9% | +147.8% | +147.6% |
| YTD | +16.9% | +8.2% | +8.8% | +12.2% |
| 1Y | +12.8% | +13.4% | -0.6% | +5.6% |
| 3Y | -7.3% | +68.5% | -75.8% | -30.5% |
| All | -50.3% | +97.9% | -148.3% | -65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling