+494.4%
TEAM vs BNY
+416.3%
+78.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | -5.2% | -1.3% | -3.9% | -4.8% |
| 30D | +15.8% | -0.2% | +15.9% | +15.7% |
| 3M | +101.5% | +14.9% | +86.5% | +91.4% |
| 6M | +138.2% | +40.0% | +98.2% | +110.9% |
| YTD | +10.8% | +42.0% | -31.1% | -2.6% |
| 1Y | +1.7% | +56.9% | -55.2% | -13.7% |
| 3Y | -16.0% | +289.9% | -305.9% | -46.7% |
| 5Y | -52.7% | +259.2% | -311.9% | -69.7% |
| All | +494.4% | +416.3% | +78.1% | +240.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling