+607.6%
TEAM vs BN
+317.6%
+290.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.7% | -3.3% |
| 7D | -22.2% | +4.3% | -26.5% | -24.1% |
| 30D | -28.1% | +14.3% | -42.4% | -33.5% |
| 3M | -2.2% | -4.1% | +1.9% | -0.3% |
| 6M | +62.2% | -9.7% | +71.9% | +70.1% |
| YTD | -8.4% | -7.1% | -1.2% | -6.0% |
| 1Y | -6.6% | -7.4% | +0.8% | -4.3% |
| 3Y | -15.7% | +102.3% | -118.1% | -44.0% |
| 5Y | -65.7% | +35.9% | -101.7% | -72.4% |
| 10Y | +441.0% | +289.2% | +151.8% | +161.1% |
| All | +607.6% | +317.6% | +290.0% | +229.3% |
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