+443.6%
TEAM vs BP
+143.9%
+299.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.6% |
| 7D | -2.4% | +3.8% | -6.2% | -2.8% |
| 30D | -26.7% | -5.3% | -21.4% | -26.3% |
| 3M | -9.6% | +9.3% | -18.9% | -10.7% |
| 6M | +86.0% | +7.2% | +78.8% | +83.7% |
| YTD | -7.5% | +38.0% | -45.5% | -12.5% |
| 1Y | -1.4% | +33.2% | -34.6% | -6.3% |
| 3Y | -14.3% | +50.3% | -64.6% | -20.7% |
| 5Y | -66.3% | +114.1% | -180.4% | -70.3% |
| All | +443.6% | +143.9% | +299.8% | +440.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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