+502.9%
TEAM vs BN
+257.9%
+245.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.7% | +1.8% |
| 7D | -4.7% | -3.0% | -1.7% | -2.9% |
| 30D | +17.0% | -13.0% | +30.0% | +26.5% |
| 3M | +85.9% | -15.2% | +101.1% | +104.0% |
| 6M | +116.7% | -5.9% | +122.6% | +122.1% |
| YTD | +9.6% | -15.8% | +25.4% | +19.4% |
| 1Y | -2.5% | -12.2% | +9.6% | +3.2% |
| 3Y | -14.0% | +72.2% | -86.2% | -37.5% |
| 5Y | -53.1% | +33.2% | -86.3% | -61.1% |
| 10Y | +502.9% | +264.7% | +238.2% | +207.2% |
| All | +502.9% | +257.9% | +245.0% | +207.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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