+71.4%
BAC vs TEAM
-50.6%
+122.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.4% |
| 3M | +16.9% | +86.8% | -69.9% | +8.0% |
| 6M | +26.6% | +146.8% | -120.2% | +11.5% |
| YTD | +15.8% | +16.9% | -1.1% | +12.2% |
| 1Y | +27.2% | +12.8% | +14.4% | +23.4% |
| 3Y | +132.4% | -7.3% | +139.7% | +126.4% |
| All | +71.4% | -50.6% | +122.0% | +70.2% |
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 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