+625.9%
TEAM vs BB
+23.4%
+602.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.3% | +1.9% |
| 7D | -19.7% | +7.3% | -27.0% | -21.3% |
| 30D | -26.6% | +11.2% | -37.9% | -28.9% |
| 3M | -1.1% | +4.7% | -5.7% | -3.5% |
| 6M | +74.6% | +51.1% | +23.5% | +49.7% |
| YTD | -6.0% | +148.0% | -154.0% | -29.8% |
| 1Y | -3.2% | +106.1% | -109.4% | -24.4% |
| 3Y | -13.5% | +158.2% | -171.8% | -40.0% |
| 5Y | -65.5% | -10.8% | -54.7% | -70.5% |
| 10Y | +454.5% | +29.3% | +425.2% | +206.5% |
| All | +625.9% | +23.4% | +602.5% | +291.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling