+502.9%
TEAM vs GEN
+150.6%
+352.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -4.7% | -2.9% | -1.8% | -3.3% |
| 30D | +17.0% | +2.1% | +15.0% | +16.2% |
| 3M | +85.9% | +19.7% | +66.2% | +73.6% |
| 6M | +116.7% | +33.3% | +83.4% | +93.8% |
| YTD | +9.6% | +11.1% | -1.5% | +5.5% |
| 1Y | -2.5% | +3.0% | -5.5% | -3.3% |
| 3Y | -14.0% | +57.9% | -71.8% | -27.4% |
| 5Y | -53.1% | +20.6% | -73.7% | -57.8% |
| 10Y | +502.9% | +153.2% | +349.7% | +303.0% |
| All | +502.9% | +150.6% | +352.3% | +303.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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