+251.7%
BAC vs TEAM
+495.8%
-244.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +2.2% |
| 7D | +2.0% | -17.2% | +19.2% | +3.8% |
| 30D | -6.9% | -25.1% | +18.2% | -4.4% |
| 3M | -19.6% | +3.9% | -23.5% | -20.4% |
| 6M | -0.5% | +69.1% | -69.6% | -7.8% |
| YTD | -6.6% | -4.5% | -2.2% | -8.5% |
| 1Y | -3.0% | -1.9% | -1.1% | -5.3% |
| 3Y | +97.3% | -9.3% | +106.6% | +90.7% |
| 5Y | +21.9% | -65.2% | +87.0% | +24.3% |
| 10Y | +251.7% | +467.0% | -215.3% | +134.1% |
| All | +251.7% | +495.8% | -244.1% | +134.1% |
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