+607.6%
TEAM vs GEN
+294.4%
+313.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.8% | -4.4% |
| 7D | -22.2% | +1.0% | -23.2% | -22.4% |
| 30D | -28.1% | +29.1% | -57.2% | -36.6% |
| 3M | -2.2% | +2.9% | -5.1% | -4.8% |
| 6M | +62.2% | +33.6% | +28.6% | +42.7% |
| YTD | -8.4% | +12.0% | -20.4% | -13.5% |
| 1Y | -6.6% | +16.2% | -22.8% | -13.1% |
| 3Y | -15.7% | +65.1% | -80.8% | -31.1% |
| 5Y | -65.7% | +33.3% | -99.0% | -70.5% |
| 10Y | +441.0% | +149.7% | +291.3% | +254.0% |
| All | +607.6% | +294.4% | +313.3% | +300.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling