+26.6%
BA vs TEAM
+444.3%
-417.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.6% | +1.3% |
| 7D | 0.0% | -22.2% | +22.3% | +4.1% |
| 30D | -8.9% | -28.1% | +19.2% | -4.1% |
| 3M | -25.5% | -2.2% | -23.4% | -26.0% |
| 6M | -27.0% | +62.2% | -89.2% | -35.2% |
| YTD | -20.1% | -8.4% | -11.8% | -22.3% |
| 1Y | -11.0% | -6.6% | -4.4% | -13.8% |
| 3Y | -11.8% | -15.7% | +3.9% | -16.2% |
| 5Y | -20.6% | -65.7% | +45.1% | -15.9% |
| 10Y | +26.6% | +441.0% | -414.3% | -20.2% |
| All | +26.6% | +444.3% | -417.7% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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