+91.7%
BKNG vs TEAM
-52.7%
+144.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.3% |
| 7D | -10.7% | -7.8% | -2.9% | -9.1% |
| 30D | -18.1% | +16.5% | -34.6% | -21.0% |
| 3M | +8.5% | +96.2% | -87.6% | -8.4% |
| 6M | -0.1% | +130.2% | -130.2% | -20.5% |
| YTD | -18.2% | +10.7% | -29.0% | -23.3% |
| 1Y | -19.9% | +3.0% | -22.9% | -23.8% |
| 3Y | +41.6% | -13.1% | +54.7% | +33.8% |
| All | +91.7% | -52.7% | +144.4% | +91.0% |
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