-20.4%
BA vs TEAM
-65.3%
+44.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | +0.3% |
| 7D | -1.4% | -19.7% | +18.3% | +1.8% |
| 30D | -7.9% | -26.6% | +18.7% | -3.7% |
| 3M | -25.2% | -1.1% | -24.1% | -25.7% |
| 6M | -26.7% | +74.6% | -101.3% | -35.4% |
| YTD | -19.6% | -6.0% | -13.6% | -21.2% |
| 1Y | -10.6% | -3.2% | -7.4% | -13.0% |
| 3Y | -11.2% | -13.5% | +2.3% | -15.2% |
| 5Y | -20.4% | -65.5% | +45.0% | -10.6% |
| All | -20.4% | -65.3% | +44.8% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling