+802.8%
TEAM vs BN
+296.4%
+506.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -0.4% | -2.5% | +2.0% | +1.0% |
| 30D | +67.3% | -9.5% | +76.8% | +76.9% |
| 3M | +86.8% | -10.4% | +97.2% | +98.5% |
| 6M | +146.8% | -6.4% | +153.2% | +153.3% |
| YTD | +16.9% | -11.9% | +28.8% | +24.0% |
| 1Y | +12.8% | -8.6% | +21.4% | +16.8% |
| 3Y | -7.3% | +77.6% | -84.8% | -33.8% |
| 5Y | -50.7% | +37.0% | -87.7% | -59.8% |
| 10Y | +529.8% | +266.4% | +263.4% | +215.3% |
| All | +802.8% | +296.4% | +506.3% | +334.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling