+740.1%
TEAM vs GNRC
+529.0%
+211.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.5% | -8.5% | -7.5% |
| 7D | -5.7% | +4.8% | -10.5% | -7.2% |
| 30D | +18.3% | -10.4% | +28.7% | +22.0% |
| 3M | +80.2% | -28.5% | +108.7% | +96.5% |
| 6M | +111.0% | -6.8% | +117.7% | +103.8% |
| YTD | +8.8% | +39.5% | -30.7% | -12.7% |
| 1Y | +2.2% | +3.4% | -1.2% | -9.0% |
| 3Y | -14.6% | +65.1% | -79.7% | -40.4% |
| 5Y | -53.8% | -57.1% | +3.3% | -49.6% |
| 10Y | +475.2% | +432.5% | +42.7% | +160.8% |
| All | +740.1% | +529.0% | +211.1% | +263.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling