+467.0%
TEAM vs B
+183.2%
+283.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | +0.4% |
| 7D | -17.2% | +11.3% | -28.5% | -18.1% |
| 30D | -25.1% | +2.9% | -28.0% | -25.3% |
| 3M | +3.9% | -2.9% | +6.8% | +4.0% |
| 6M | +69.1% | -1.2% | +70.3% | +68.7% |
| YTD | -4.5% | -1.3% | -3.1% | -5.3% |
| 1Y | -1.9% | +30.4% | -32.3% | -5.8% |
| 3Y | -9.3% | +195.3% | -204.6% | -22.0% |
| 5Y | -65.2% | +146.2% | -211.4% | -69.7% |
| 10Y | +467.0% | +200.5% | +266.5% | +400.5% |
| All | +467.0% | +183.2% | +283.8% | +400.5% |
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