+15.1%
TEAM vs GWRE
-24.5%
+39.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.9% | -6.6% | -5.2% |
| 7D | -13.7% | +2.2% | -16.0% | -15.4% |
| 30D | -3.4% | +4.5% | -8.0% | -7.7% |
| 3M | +72.1% | +6.4% | +65.7% | +55.4% |
| 6M | +103.8% | +18.8% | +85.0% | +65.8% |
| YTD | +17.1% | -15.1% | +32.2% | +18.8% |
| 1Y | +15.1% | -23.4% | +38.5% | +23.9% |
| All | +15.1% | -24.5% | +39.6% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 1y: compounded portfolio wealth divided by compounded GWRE 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…
1y analysis · Full analysis span regression · 6 months rolling