+139.4%
BAC vs TEAM
-5.2%
+144.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.6% | +0.2% |
| 7D | +1.1% | -0.4% | +1.5% | +1.1% |
| 30D | -0.4% | +67.3% | -67.7% | -5.4% |
| 3M | +16.9% | +86.8% | -69.9% | +9.3% |
| 6M | +26.6% | +146.8% | -120.2% | +13.1% |
| YTD | +15.8% | +16.9% | -1.1% | +15.5% |
| 1Y | +27.2% | +12.8% | +14.4% | +27.1% |
| All | +139.4% | -5.2% | +144.6% | +137.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling