+637.6%
TEAM vs BB
+21.0%
+616.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.5% | -4.7% | -0.6% |
| 7D | -17.2% | +15.0% | -32.2% | -20.4% |
| 30D | -25.1% | +3.5% | -28.6% | -26.2% |
| 3M | +3.9% | +2.7% | +1.2% | +1.8% |
| 6M | +69.1% | +44.7% | +24.4% | +46.6% |
| YTD | -4.5% | +143.3% | -147.7% | -28.4% |
| 1Y | -1.9% | +102.2% | -104.0% | -23.0% |
| 3Y | -9.3% | +156.1% | -165.4% | -37.0% |
| 5Y | -65.2% | -17.6% | -47.5% | -69.8% |
| 10Y | +467.0% | +29.0% | +438.0% | +211.8% |
| All | +637.6% | +21.0% | +616.6% | +299.2% |
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