+26.8%
BA vs TEAM
+456.1%
-429.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | +0.2% |
| 7D | -1.4% | -19.7% | +18.3% | +2.0% |
| 30D | -7.9% | -26.6% | +18.7% | -3.4% |
| 3M | -25.2% | -1.1% | -24.1% | -25.8% |
| 6M | -26.7% | +74.6% | -101.3% | -35.9% |
| YTD | -19.6% | -6.0% | -13.6% | -22.2% |
| 1Y | -10.6% | -3.2% | -7.4% | -14.0% |
| 3Y | -11.2% | -13.5% | +2.3% | -16.0% |
| 5Y | -20.4% | -65.5% | +45.0% | -15.8% |
| 10Y | +26.8% | +454.5% | -427.8% | -20.5% |
| All | +26.8% | +456.1% | -429.4% | -20.5% |
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