+494.4%
TEAM vs BLK
+283.5%
+210.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.6% | -0.9% |
| 7D | -5.2% | -3.3% | -1.9% | -3.3% |
| 30D | +15.8% | -6.5% | +22.3% | +20.5% |
| 3M | +101.5% | +6.7% | +94.7% | +93.8% |
| 6M | +138.2% | +14.7% | +123.4% | +116.7% |
| YTD | +10.8% | +2.5% | +8.3% | +7.0% |
| 1Y | +1.7% | -2.8% | +4.5% | +1.2% |
| 3Y | -16.0% | +65.9% | -81.9% | -39.8% |
| 5Y | -52.7% | +33.0% | -85.7% | -62.5% |
| All | +494.4% | +283.5% | +210.9% | +191.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling