+631.8%
TEAM vs BN
+307.7%
+324.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.9% | -15.2% | -15.7% |
| 7D | -19.8% | +5.3% | -25.2% | -22.3% |
| 30D | -21.5% | +11.9% | -33.4% | -26.5% |
| 3M | +39.5% | -5.7% | +45.2% | +43.5% |
| 6M | +73.1% | -10.6% | +83.7% | +82.6% |
| YTD | -5.2% | -9.4% | +4.1% | -1.5% |
| 1Y | -1.6% | -8.8% | +7.2% | +1.7% |
| 3Y | -11.4% | +95.6% | -107.1% | -40.1% |
| 5Y | -65.1% | +30.2% | -95.2% | -71.3% |
| 10Y | +471.3% | +277.0% | +194.3% | +180.4% |
| All | +631.8% | +307.7% | +324.1% | +245.2% |
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 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