-53.8%
TEAM vs BEN
+42.4%
-96.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.2% | -6.7% | -6.8% |
| 7D | -5.7% | +4.7% | -10.4% | -8.5% |
| 30D | +18.3% | +2.6% | +15.7% | +16.2% |
| 3M | +80.2% | +11.5% | +68.7% | +66.3% |
| 6M | +111.0% | +35.3% | +75.7% | +68.5% |
| YTD | +8.8% | +48.6% | -39.8% | -19.0% |
| 1Y | +2.2% | +46.7% | -44.5% | -23.5% |
| 3Y | -14.6% | +57.0% | -71.6% | -41.6% |
| 5Y | -53.8% | +41.8% | -95.6% | -66.8% |
| All | -53.8% | +42.4% | -96.2% | -66.8% |
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