-65.3%
TEAM vs BIL
+19.4%
-84.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | 0.0% | -16.2% | -16.2% |
| 7D | -19.8% | -0.3% | -19.6% | -19.2% |
| 30D | -21.5% | 0.0% | -21.5% | -21.3% |
| 3M | +39.5% | +0.3% | +39.2% | +35.0% |
| 6M | +73.1% | +1.2% | +71.8% | +58.6% |
| YTD | -5.2% | +2.5% | -7.7% | -16.5% |
| 1Y | -1.6% | +3.0% | -4.6% | -15.3% |
| 3Y | -11.4% | +13.2% | -24.6% | -52.8% |
| All | -65.3% | +19.4% | -84.7% | -93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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