-58.4%
TEAM vs GD
+97.4%
-155.8%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.1% | -2.5% |
| 7D | -10.2% | -3.9% | -6.3% | -8.7% |
| 30D | -5.5% | +8.1% | -13.6% | -9.0% |
| 3M | +61.7% | -6.8% | +68.5% | +66.5% |
| 6M | +98.5% | +3.0% | +95.5% | +95.1% |
| YTD | +13.0% | +7.8% | +5.3% | +8.2% |
| 1Y | +13.5% | +5.8% | +7.7% | +9.5% |
| 3Y | +3.6% | +55.3% | -51.7% | -19.5% |
| 5Y | -58.4% | +96.7% | -155.0% | -72.6% |
| All | -58.4% | +97.4% | -155.8% | -72.6% |
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