+502.9%
TEAM vs BBWI
-58.2%
+561.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.3% | +7.0% | +2.0% |
| 7D | -4.7% | -4.4% | -0.2% | -3.9% |
| 30D | +17.0% | -7.4% | +24.4% | +18.5% |
| 3M | +85.9% | -2.2% | +88.1% | +85.9% |
| 6M | +116.7% | -16.3% | +133.0% | +121.3% |
| YTD | +9.6% | -9.1% | +18.8% | +9.6% |
| 1Y | -2.5% | -34.5% | +32.0% | +2.8% |
| 3Y | -14.0% | -47.0% | +33.0% | -7.9% |
| 5Y | -53.1% | -68.8% | +15.8% | -47.1% |
| 10Y | +502.9% | -57.4% | +560.3% | +502.2% |
| All | +502.9% | -58.2% | +561.2% | +502.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling