-2.5%
TEAM vs BB
+100.8%
-103.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.3% | +1.0% |
| 7D | -4.7% | +1.8% | -6.5% | -5.0% |
| 30D | +17.0% | -12.2% | +29.3% | +19.2% |
| 3M | +85.9% | -12.3% | +98.2% | +85.4% |
| 6M | +116.7% | +122.7% | -6.1% | +56.5% |
| YTD | +9.6% | +104.5% | -94.9% | -18.6% |
| 1Y | -2.5% | +106.7% | -109.2% | -28.3% |
| All | -2.5% | +100.8% | -103.3% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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