+502.9%
TEAM vs BEN
+53.7%
+449.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.3% | +1.3% |
| 7D | -4.7% | +3.4% | -8.0% | -5.9% |
| 30D | +17.0% | +1.8% | +15.2% | +16.1% |
| 3M | +85.9% | +8.4% | +77.5% | +79.6% |
| 6M | +116.7% | +35.6% | +81.0% | +91.0% |
| YTD | +9.6% | +46.4% | -36.7% | -6.2% |
| 1Y | -2.5% | +46.3% | -48.9% | -16.7% |
| 3Y | -14.0% | +54.6% | -68.6% | -29.1% |
| 5Y | -53.1% | +39.4% | -92.5% | -60.5% |
| 10Y | +502.9% | +57.6% | +445.3% | +391.4% |
| All | +502.9% | +53.7% | +449.2% | +391.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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