+802.8%
TEAM vs GEN
+302.8%
+500.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -1.6% |
| 7D | -0.4% | -1.2% | +0.8% | +0.1% |
| 30D | +67.3% | +10.1% | +57.2% | +61.0% |
| 3M | +86.8% | +16.1% | +70.7% | +76.4% |
| 6M | +146.8% | +38.9% | +108.0% | +116.7% |
| YTD | +16.9% | +14.4% | +2.5% | +11.0% |
| 1Y | +12.8% | +5.9% | +6.9% | +10.4% |
| 3Y | -7.3% | +58.8% | -66.1% | -22.2% |
| 5Y | -50.7% | +24.7% | -75.4% | -56.3% |
| 10Y | +529.8% | +163.1% | +366.8% | +308.0% |
| All | +802.8% | +302.8% | +500.0% | +414.3% |
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 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