+475.2%
TEAM vs B
+186.6%
+288.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.5% | -5.5% | -6.8% |
| 7D | -5.7% | +2.3% | -8.0% | -5.9% |
| 30D | +18.3% | +1.4% | +17.0% | +18.1% |
| 3M | +80.2% | +12.2% | +68.0% | +78.2% |
| 6M | +111.0% | -2.1% | +113.1% | +110.6% |
| YTD | +8.8% | +2.9% | +5.9% | +7.6% |
| 1Y | +2.2% | +55.3% | -53.1% | -4.3% |
| 3Y | -14.6% | +198.7% | -213.3% | -27.1% |
| 5Y | -53.8% | +153.8% | -207.6% | -60.1% |
| 10Y | +475.2% | +193.4% | +281.8% | +415.8% |
| All | +475.2% | +186.6% | +288.7% | +415.8% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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