-65.3%
TEAM vs BN
+29.3%
-94.6%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.9% | -15.2% | -15.4% |
| 7D | -19.8% | +5.3% | -25.2% | -23.4% |
| 30D | -21.5% | +11.9% | -33.4% | -28.7% |
| 3M | +39.5% | -5.7% | +45.2% | +45.1% |
| 6M | +73.1% | -10.6% | +83.7% | +86.4% |
| YTD | -5.2% | -9.4% | +4.1% | -0.4% |
| 1Y | -1.6% | -8.8% | +7.2% | +2.4% |
| 3Y | -11.4% | +95.6% | -107.1% | -56.3% |
| All | -65.3% | +29.3% | -94.6% | -71.8% |
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