+494.4%
TEAM vs BDX
+59.3%
+435.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | -5.2% | -3.2% | -2.0% | -3.9% |
| 30D | +15.8% | -2.5% | +18.3% | +17.0% |
| 3M | +101.5% | +21.4% | +80.0% | +86.4% |
| 6M | +138.2% | +10.4% | +127.8% | +128.2% |
| YTD | +10.8% | +18.8% | -8.0% | +2.1% |
| 1Y | +1.7% | +21.7% | -20.0% | -7.6% |
| 3Y | -16.0% | -10.0% | -6.1% | -14.4% |
| 5Y | -52.7% | -1.8% | -50.9% | -54.1% |
| All | +494.4% | +59.3% | +435.1% | +349.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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