-14.6%
TEAM vs BBWI
-44.4%
+29.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.1% | -3.8% | -6.2% |
| 7D | -5.7% | +1.6% | -7.2% | -6.0% |
| 30D | +18.3% | -6.2% | +24.6% | +19.9% |
| 3M | +80.2% | +4.3% | +75.9% | +77.5% |
| 6M | +111.0% | -7.2% | +118.1% | +111.6% |
| YTD | +8.8% | -3.0% | +11.8% | +7.0% |
| 1Y | +2.2% | -30.8% | +32.9% | +9.6% |
| 3Y | -14.6% | -43.4% | +28.8% | -10.0% |
| All | -14.6% | -44.4% | +29.8% | -10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling