+802.8%
TEAM vs BEN
+48.0%
+754.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.5% | -6.1% | -3.9% |
| 7D | -0.4% | +0.2% | -0.7% | -0.6% |
| 30D | +67.3% | -0.5% | +67.8% | +67.4% |
| 3M | +86.8% | +9.7% | +77.1% | +79.5% |
| 6M | +146.8% | +33.9% | +112.9% | +118.5% |
| YTD | +16.9% | +49.0% | -32.1% | -0.8% |
| 1Y | +12.8% | +42.1% | -29.3% | -2.8% |
| 3Y | -7.3% | +51.9% | -59.1% | -23.3% |
| 5Y | -50.7% | +39.0% | -89.7% | -58.6% |
| 10Y | +529.8% | +57.9% | +472.0% | +395.1% |
| All | +802.8% | +48.0% | +754.7% | +595.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling