-0.9%
BA vs TEAM
-50.6%
+49.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.4% | +1.2% |
| 7D | +1.2% | -0.4% | +1.6% | +1.2% |
| 30D | -11.6% | +67.3% | -78.9% | -19.6% |
| 3M | -2.4% | +86.8% | -89.2% | -13.4% |
| 6M | -6.6% | +146.8% | -153.4% | -22.8% |
| YTD | -2.2% | +16.9% | -19.2% | -6.8% |
| 1Y | -8.0% | +12.8% | -20.8% | -12.0% |
| 3Y | -5.0% | -7.3% | +2.3% | -9.1% |
| All | -0.9% | -50.6% | +49.6% | -2.0% |
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