+441.0%
TEAM vs BAH
+210.6%
+230.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.9% | -4.4% |
| 7D | -22.2% | +0.5% | -22.7% | -22.2% |
| 30D | -28.1% | +18.2% | -46.4% | -32.4% |
| 3M | -2.2% | +13.1% | -15.2% | -6.4% |
| 6M | +62.2% | +15.2% | +47.0% | +54.1% |
| YTD | -8.4% | +6.0% | -14.4% | -11.2% |
| 1Y | -6.6% | +3.1% | -9.7% | -8.9% |
| 3Y | -15.7% | -26.2% | +10.5% | -13.5% |
| 5Y | -65.7% | +9.3% | -75.0% | -69.9% |
| 10Y | +441.0% | +212.3% | +228.7% | +238.0% |
| All | +441.0% | +210.6% | +230.3% | +238.0% |
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