+443.6%
TEAM vs GEN
+152.9%
+290.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -2.6% |
| 7D | -2.4% | +2.0% | -4.4% | -3.3% |
| 30D | -26.7% | +27.7% | -54.4% | -35.1% |
| 3M | -9.6% | +3.3% | -12.9% | -12.2% |
| 6M | +86.0% | +31.8% | +54.2% | +64.7% |
| YTD | -7.5% | +13.5% | -21.0% | -13.2% |
| 1Y | -1.4% | +16.0% | -17.4% | -8.3% |
| 3Y | -14.3% | +70.6% | -84.9% | -30.8% |
| 5Y | -66.3% | +32.1% | -98.4% | -71.0% |
| All | +443.6% | +152.9% | +290.7% | +256.7% |
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