+15.1%
TEAM vs BNY
+45.2%
-30.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -0.2% |
| 7D | -13.7% | +2.8% | -16.5% | -13.3% |
| 30D | -3.4% | +6.7% | -10.1% | -2.4% |
| 3M | +72.1% | -2.2% | +74.3% | +69.7% |
| 6M | +103.8% | +16.8% | +87.1% | +100.7% |
| YTD | +17.1% | +33.9% | -16.8% | +11.8% |
| 1Y | +15.1% | +43.9% | -28.8% | +3.3% |
| All | +15.1% | +45.2% | -30.1% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling