+494.4%
TEAM vs BG
+166.7%
+327.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.2% |
| 7D | -5.2% | +3.1% | -8.3% | -5.5% |
| 30D | +15.8% | +10.2% | +5.5% | +14.6% |
| 3M | +101.5% | -1.7% | +103.1% | +101.4% |
| 6M | +138.2% | +1.0% | +137.2% | +137.2% |
| YTD | +10.8% | +39.9% | -29.1% | +5.9% |
| 1Y | +1.7% | +53.2% | -51.5% | -4.3% |
| 3Y | -16.0% | +16.3% | -32.3% | -18.5% |
| 5Y | -52.7% | +83.9% | -136.6% | -56.9% |
| All | +494.4% | +166.7% | +327.8% | +386.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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