+737.9%
BE vs TEAM
+135.3%
+602.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +2.6% | +10.4% | +12.2% |
| 7D | +4.5% | -19.7% | +24.2% | +11.2% |
| 30D | -20.1% | -26.6% | +6.5% | -12.7% |
| 3M | -0.8% | -1.1% | +0.2% | -2.8% |
| 6M | -26.2% | +74.6% | -100.8% | -45.2% |
| YTD | +141.1% | -6.0% | +147.1% | +116.2% |
| 1Y | +64.8% | -3.2% | +68.1% | +45.8% |
| 3Y | +1,887.4% | -13.5% | +1,900.9% | +1,579.8% |
| 5Y | +518.1% | -65.5% | +583.6% | +656.4% |
| All | +737.9% | +135.3% | +602.6% | +249.3% |
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