-53.8%
TEAM vs GEN
+22.3%
-76.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.7% | -4.2% | -5.1% |
| 7D | -5.7% | -0.7% | -5.0% | -5.1% |
| 30D | +18.3% | +2.6% | +15.7% | +16.6% |
| 3M | +80.2% | +15.8% | +64.4% | +66.2% |
| 6M | +111.0% | +33.1% | +77.8% | +79.0% |
| YTD | +8.8% | +11.3% | -2.5% | +2.3% |
| 1Y | +2.2% | +1.7% | +0.5% | +0.9% |
| 3Y | -14.6% | +58.1% | -72.7% | -34.2% |
| 5Y | -53.8% | +20.6% | -74.4% | -65.0% |
| All | -53.8% | +22.3% | -76.1% | -65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling