-50.3%
TEAM vs BN
+38.9%
-89.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.4% |
| 7D | -0.4% | -2.5% | +2.0% | +1.6% |
| 30D | +67.3% | -9.5% | +76.8% | +80.9% |
| 3M | +86.8% | -10.4% | +97.2% | +103.3% |
| 6M | +146.8% | -6.4% | +153.2% | +155.0% |
| YTD | +16.9% | -11.9% | +28.8% | +26.4% |
| 1Y | +12.8% | -8.6% | +21.4% | +17.3% |
| 3Y | -7.3% | +77.6% | -84.8% | -48.8% |
| All | -50.3% | +38.9% | -89.2% | -63.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling