-11.4%
TEAM vs BN
+90.6%
-102.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.9% | -15.2% | -15.6% |
| 7D | -19.8% | +5.3% | -25.2% | -22.6% |
| 30D | -21.5% | +11.9% | -33.4% | -27.1% |
| 3M | +39.5% | -5.7% | +45.2% | +44.2% |
| 6M | +73.1% | -10.6% | +83.7% | +83.9% |
| YTD | -5.2% | -9.4% | +4.1% | -0.9% |
| 1Y | -1.6% | -8.8% | +7.2% | +2.1% |
| 3Y | -11.4% | +95.6% | -107.1% | -48.4% |
| All | -11.4% | +90.6% | -102.1% | -48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling