+802.8%
TEAM vs BB
+1.0%
+801.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -0.4% | -5.6% | +5.2% | +1.1% |
| 30D | +67.3% | -11.8% | +79.1% | +72.8% |
| 3M | +86.8% | -25.5% | +112.3% | +96.5% |
| 6M | +146.8% | +121.3% | +25.6% | +91.2% |
| YTD | +16.9% | +103.2% | -86.2% | -7.0% |
| 1Y | +12.8% | +102.6% | -89.8% | -11.1% |
| 3Y | -7.3% | +37.5% | -44.8% | -24.1% |
| 5Y | -50.7% | -30.4% | -20.3% | -55.0% |
| 10Y | +529.8% | 0.0% | +529.8% | +281.4% |
| All | +802.8% | +1.0% | +801.7% | +417.9% |
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