+502.9%
TEAM vs SPG
+59.6%
+443.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +1.2% |
| 7D | -4.7% | -1.7% | -3.0% | -4.4% |
| 30D | +17.0% | -6.3% | +23.3% | +18.5% |
| 3M | +85.9% | -2.4% | +88.3% | +86.8% |
| 6M | +116.7% | +9.6% | +107.0% | +112.0% |
| YTD | +9.6% | +14.2% | -4.6% | +6.1% |
| 1Y | -2.5% | +19.3% | -21.8% | -6.6% |
| 3Y | -14.0% | +106.7% | -120.7% | -25.0% |
| 5Y | -53.1% | +104.2% | -157.3% | -59.1% |
| 10Y | +502.9% | +63.7% | +439.2% | +503.4% |
| All | +502.9% | +59.6% | +443.3% | +503.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling