-16.1%
TEAM vs BLK
+63.3%
-79.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.6% |
| 7D | -7.8% | -5.2% | -2.6% | -4.8% |
| 30D | +16.5% | -7.0% | +23.6% | +21.7% |
| 3M | +96.2% | +5.7% | +90.5% | +90.2% |
| 6M | +130.2% | +11.0% | +119.2% | +112.9% |
| YTD | +10.7% | +0.9% | +9.9% | +7.9% |
| 1Y | +3.0% | -1.6% | +4.6% | +1.8% |
| All | -16.1% | +63.3% | -79.4% | -44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling