+12.8%
TEAM vs BAX
+9.9%
+2.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -2.6% |
| 7D | -0.4% | -1.1% | +0.7% | -0.4% |
| 30D | +67.3% | -5.5% | +72.7% | +67.3% |
| 3M | +86.8% | +33.5% | +53.2% | +91.4% |
| 6M | +146.8% | +35.9% | +111.0% | +154.6% |
| YTD | +16.9% | +35.4% | -18.4% | +20.0% |
| 1Y | +12.8% | +9.8% | +3.0% | +16.1% |
| All | +12.8% | +9.9% | +2.9% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling