-53.8%
TEAM vs BB
-27.1%
-26.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.2% | -9.1% | -7.8% |
| 7D | -5.7% | +0.5% | -6.2% | -5.9% |
| 30D | +18.3% | -12.4% | +30.7% | +24.1% |
| 3M | +80.2% | -15.3% | +95.5% | +83.8% |
| 6M | +111.0% | +128.8% | -17.8% | +36.6% |
| YTD | +8.8% | +107.7% | -98.8% | -26.2% |
| 1Y | +2.2% | +103.9% | -101.7% | -31.4% |
| 3Y | -14.6% | +72.6% | -87.2% | -44.4% |
| 5Y | -53.8% | -24.3% | -29.5% | -59.0% |
| All | -53.8% | -27.1% | -26.7% | -59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling