-11.4%
TEAM vs GEN
+79.4%
-90.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -2.6% | -13.5% | -14.5% |
| 7D | -19.8% | +2.3% | -22.1% | -20.8% |
| 30D | -21.5% | +33.1% | -54.6% | -36.3% |
| 3M | +39.5% | +6.5% | +33.0% | +32.6% |
| 6M | +73.1% | +53.8% | +19.3% | +29.4% |
| YTD | -5.2% | +11.2% | -16.4% | -13.2% |
| 1Y | -1.6% | +19.4% | -21.0% | -13.5% |
| 3Y | -11.4% | +81.0% | -92.5% | -34.2% |
| All | -11.4% | +79.4% | -90.8% | -34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling