+746.4%
TEAM vs BLK
+301.6%
+444.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.9% | +2.0% |
| 7D | -4.7% | -2.7% | -2.0% | -3.1% |
| 30D | +17.0% | -4.8% | +21.8% | +20.6% |
| 3M | +85.9% | +6.5% | +79.4% | +79.1% |
| 6M | +116.7% | +13.1% | +103.5% | +98.7% |
| YTD | +9.6% | +1.8% | +7.8% | +6.2% |
| 1Y | -2.5% | -1.0% | -1.6% | -4.2% |
| 3Y | -14.0% | +66.0% | -79.9% | -38.5% |
| 5Y | -53.1% | +31.2% | -84.3% | -62.3% |
| 10Y | +502.9% | +278.5% | +224.4% | +164.6% |
| All | +746.4% | +301.6% | +444.8% | +248.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling