-65.7%
TEAM vs BEN
+30.9%
-96.6%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.2% | -4.8% |
| 7D | -22.2% | +12.1% | -34.4% | -28.7% |
| 30D | -28.1% | +13.4% | -41.5% | -34.6% |
| 3M | -2.2% | +9.4% | -11.5% | -9.1% |
| 6M | +62.2% | +19.3% | +43.0% | +40.0% |
| YTD | -8.4% | +57.3% | -65.6% | -36.4% |
| 1Y | -6.6% | +69.1% | -75.7% | -38.8% |
| 3Y | -15.7% | +85.6% | -101.3% | -52.1% |
| 5Y | -65.7% | +32.9% | -98.7% | -74.6% |
| All | -65.7% | +30.9% | -96.6% | -74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling