+15.1%
TEAM vs SPG
+34.3%
-19.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | +0.3% |
| 7D | -13.7% | +8.2% | -21.9% | -11.5% |
| 30D | -3.4% | +13.5% | -16.9% | +0.2% |
| 3M | +72.1% | +2.2% | +69.9% | +73.2% |
| 6M | +103.8% | +15.9% | +88.0% | +123.6% |
| YTD | +17.1% | +27.6% | -10.5% | +31.0% |
| 1Y | +15.1% | +30.9% | -15.9% | +26.9% |
| All | +15.1% | +34.3% | -19.2% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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