+2.2%
TEAM vs GEN
+2.7%
-0.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.7% | -4.2% | -4.1% |
| 7D | -5.7% | -0.7% | -5.0% | -4.8% |
| 30D | +18.3% | +2.6% | +15.7% | +15.5% |
| 3M | +80.2% | +15.8% | +64.4% | +58.8% |
| 6M | +111.0% | +33.1% | +77.8% | +66.1% |
| YTD | +8.8% | +11.3% | -2.5% | +0.8% |
| 1Y | +2.2% | +1.7% | +0.5% | -3.3% |
| All | +2.2% | +2.7% | -0.6% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling