-50.3%
TEAM vs GPC
+30.9%
-81.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -3.0% |
| 7D | -0.4% | +1.2% | -1.6% | -0.9% |
| 30D | +67.3% | +6.0% | +61.3% | +63.7% |
| 3M | +86.8% | +42.6% | +44.2% | +63.3% |
| 6M | +146.8% | +22.8% | +124.1% | +127.7% |
| YTD | +16.9% | +15.5% | +1.5% | +9.0% |
| 1Y | +12.8% | +2.0% | +10.7% | +11.3% |
| 3Y | -7.3% | -1.4% | -5.8% | -10.5% |
| All | -50.3% | +30.9% | -81.2% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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