+1,251.0%
BE vs TEAM
-53.6%
+1,304.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -6.9% | +16.6% | +11.2% |
| 7D | +29.8% | -5.7% | +35.4% | +31.2% |
| 30D | +26.4% | +18.3% | +8.0% | +20.5% |
| 3M | +9.3% | +80.2% | -70.9% | -10.2% |
| 6M | +105.1% | +111.0% | -5.9% | +51.7% |
| YTD | +219.0% | +8.8% | +210.2% | +196.6% |
| 1Y | +418.8% | +2.2% | +416.6% | +390.2% |
| 3Y | +1,784.6% | -14.6% | +1,799.2% | +1,694.0% |
| 5Y | +1,251.0% | -53.8% | +1,304.8% | +1,605.5% |
| All | +1,251.0% | -53.6% | +1,304.6% | +1,605.5% |
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