+139.9%
BSX vs TEAM
+614.2%
-474.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.5% |
| 7D | +3.7% | -2.4% | +6.1% | +4.0% |
| 30D | +3.1% | -26.7% | +29.8% | +6.9% |
| 3M | -14.2% | -9.6% | -4.6% | -13.6% |
| 6M | -16.4% | +86.0% | -102.5% | -24.6% |
| YTD | -53.5% | -7.5% | -46.0% | -54.4% |
| 1Y | -57.8% | -1.4% | -56.4% | -59.0% |
| 3Y | -17.4% | -14.3% | -3.1% | -20.8% |
| 5Y | +5.4% | -66.3% | +71.7% | +10.8% |
| 10Y | +106.2% | +445.6% | -339.4% | +31.7% |
| All | +139.9% | +614.2% | -474.3% | +49.5% |
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 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