+755.1%
TEAM vs BNY
+396.5%
+358.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -7.8% | -1.1% | -6.7% | -7.4% |
| 30D | +16.5% | +1.4% | +15.1% | +15.9% |
| 3M | +96.2% | +16.8% | +79.4% | +84.8% |
| 6M | +130.2% | +42.0% | +88.2% | +101.5% |
| YTD | +10.7% | +41.9% | -31.2% | -3.3% |
| 1Y | +3.0% | +59.2% | -56.2% | -13.7% |
| 3Y | -13.1% | +290.9% | -304.0% | -46.3% |
| 5Y | -52.7% | +259.0% | -311.8% | -70.3% |
| 10Y | +509.1% | +413.0% | +96.1% | +213.7% |
| All | +755.1% | +396.5% | +358.6% | +342.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling