+475.2%
TEAM vs BAH
+182.5%
+292.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.9% | -6.0% | -6.6% |
| 7D | -5.7% | -4.3% | -1.3% | -4.2% |
| 30D | +18.3% | -4.5% | +22.8% | +20.4% |
| 3M | +80.2% | -7.6% | +87.8% | +85.2% |
| 6M | +111.0% | -10.6% | +121.6% | +119.0% |
| YTD | +8.8% | -12.6% | +21.4% | +13.1% |
| 1Y | +2.2% | -27.0% | +29.1% | +11.5% |
| 3Y | -14.6% | -31.5% | +16.9% | -10.0% |
| 5Y | -53.8% | -3.8% | -50.0% | -57.4% |
| 10Y | +475.2% | +183.9% | +291.3% | +263.8% |
| All | +475.2% | +182.5% | +292.7% | +263.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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