+802.8%
TEAM vs SPG
+90.6%
+712.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.4% |
| 7D | -0.4% | -2.4% | +1.9% | +0.1% |
| 30D | +67.3% | -6.8% | +74.1% | +69.7% |
| 3M | +86.8% | +2.7% | +84.1% | +85.8% |
| 6M | +146.8% | +5.5% | +141.4% | +143.4% |
| YTD | +16.9% | +15.7% | +1.2% | +12.9% |
| 1Y | +12.8% | +20.9% | -8.1% | +7.8% |
| 3Y | -7.3% | +112.4% | -119.7% | -19.9% |
| 5Y | -50.7% | +101.4% | -152.1% | -57.2% |
| 10Y | +529.8% | +60.6% | +469.2% | +544.9% |
| All | +802.8% | +90.6% | +712.2% | +704.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling