-52.7%
TEAM vs BBY
-1.6%
-51.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +1.0% | +1.0% |
| 7D | -7.8% | +0.7% | -8.4% | -8.1% |
| 30D | +16.5% | +5.8% | +10.8% | +12.9% |
| 3M | +96.2% | +18.0% | +78.2% | +80.8% |
| 6M | +130.2% | +39.8% | +90.3% | +94.5% |
| YTD | +10.7% | +35.4% | -24.6% | -5.6% |
| 1Y | +3.0% | +21.4% | -18.4% | -8.2% |
| 3Y | -13.1% | +39.5% | -52.6% | -33.9% |
| 5Y | -52.7% | -0.5% | -52.3% | -55.9% |
| All | -52.7% | -1.6% | -51.1% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling