-22.1%
BA vs TEAM
-65.2%
+43.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -16.2% | +16.7% | +3.1% |
| 7D | +1.1% | -19.8% | +20.9% | +4.4% |
| 30D | -7.9% | -21.5% | +13.6% | -4.8% |
| 3M | -25.3% | +39.5% | -64.8% | -30.6% |
| 6M | -24.6% | +73.1% | -97.6% | -33.4% |
| YTD | -20.1% | -5.2% | -14.9% | -21.8% |
| 1Y | -11.8% | -1.6% | -10.2% | -14.4% |
| 3Y | -10.1% | -11.4% | +1.3% | -14.6% |
| All | -22.1% | -65.2% | +43.0% | -12.8% |
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 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