-6.6%
TEAM vs BBWI
-2.2%
-4.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.0% |
| 7D | -22.2% | -4.2% | -18.0% | -21.7% |
| 30D | -28.1% | +24.9% | -53.0% | -30.3% |
| 3M | -2.2% | +13.2% | -15.4% | -4.3% |
| 6M | +62.2% | +12.1% | +50.1% | +58.6% |
| YTD | -8.4% | +11.1% | -19.4% | -10.4% |
| 1Y | -6.6% | +0.7% | -7.3% | -8.3% |
| All | -6.6% | -2.2% | -4.4% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling