+3.0%
TEAM vs BAX
-0.8%
+3.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.0% |
| 7D | -7.8% | -5.4% | -2.3% | -7.7% |
| 30D | +16.5% | -12.4% | +28.9% | +16.6% |
| 3M | +96.2% | +19.1% | +77.1% | +100.5% |
| 6M | +130.2% | +38.6% | +91.6% | +140.6% |
| YTD | +10.7% | +26.7% | -16.0% | +14.8% |
| 1Y | +3.0% | +1.0% | +2.0% | +3.4% |
| All | +3.0% | -0.8% | +3.8% | +3.4% |
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