+28.1%
BA vs TEAM
+495.8%
-467.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | -1.7% | -17.2% | +15.5% | +1.2% |
| 30D | -9.5% | -25.1% | +15.6% | -5.3% |
| 3M | -26.5% | +3.9% | -30.4% | -27.7% |
| 6M | -27.4% | +69.1% | -96.5% | -36.0% |
| YTD | -20.6% | -4.5% | -16.1% | -23.3% |
| 1Y | -11.4% | -1.9% | -9.6% | -15.0% |
| 3Y | -10.8% | -9.3% | -1.5% | -16.4% |
| 5Y | -21.9% | -65.2% | +43.2% | -17.4% |
| 10Y | +28.1% | +467.0% | -438.8% | -19.8% |
| All | +28.1% | +495.8% | -467.6% | -19.8% |
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