-52.3%
TEAM vs GNRC
-58.7%
+6.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.9% | -0.9% |
| 7D | -5.2% | -0.2% | -5.0% | -5.2% |
| 30D | +15.8% | -15.7% | +31.5% | +22.0% |
| 3M | +101.5% | -27.3% | +128.8% | +119.1% |
| 6M | +138.2% | -12.1% | +150.2% | +133.6% |
| YTD | +10.8% | +37.1% | -26.3% | -13.5% |
| 1Y | +1.7% | -0.5% | +2.2% | -9.5% |
| 3Y | -16.0% | +61.5% | -77.6% | -45.0% |
| All | -52.3% | -58.7% | +6.4% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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