+12.8%
TEAM vs BLK
+3.3%
+9.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -0.4% | -3.6% | +3.2% | +0.4% |
| 30D | +67.3% | -1.0% | +68.3% | +67.8% |
| 3M | +86.8% | +10.4% | +76.4% | +83.6% |
| 6M | +146.8% | +8.2% | +138.7% | +141.0% |
| YTD | +16.9% | +6.0% | +10.9% | +14.8% |
| 1Y | +12.8% | +3.3% | +9.5% | +6.9% |
| All | +12.8% | +3.3% | +9.5% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling