+15.1%
TEAM vs BLK
+17.9%
-2.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.4% | -6.0% | -1.8% |
| 7D | -13.7% | +5.7% | -19.5% | -14.9% |
| 30D | -3.4% | +14.8% | -18.3% | -6.7% |
| 3M | +72.1% | +8.8% | +63.3% | +68.7% |
| 6M | +103.8% | +17.6% | +86.2% | +95.7% |
| YTD | +17.1% | +16.3% | +0.8% | +12.3% |
| 1Y | +15.1% | +18.0% | -2.9% | +9.2% |
| All | +15.1% | +17.9% | -2.8% | +9.2% |
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