+911.5%
BE vs TEAM
+192.7%
+718.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.6% | +10.0% | +8.2% |
| 7D | +20.0% | -0.4% | +20.4% | +20.0% |
| 30D | +7.9% | +67.3% | -59.4% | -11.3% |
| 3M | -13.2% | +86.8% | -100.0% | -33.7% |
| 6M | +53.5% | +146.8% | -93.4% | -2.4% |
| YTD | +191.0% | +16.9% | +174.1% | +147.7% |
| 1Y | +360.5% | +12.8% | +347.7% | +293.8% |
| 3Y | +1,568.0% | -7.3% | +1,575.3% | +1,342.9% |
| 5Y | +1,055.2% | -50.7% | +1,105.9% | +1,138.9% |
| All | +911.5% | +192.7% | +718.8% | +300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling