-14.6%
TEAM vs BP
+36.5%
-51.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.4% | -9.4% | -7.1% |
| 7D | -5.7% | +0.9% | -6.6% | -5.7% |
| 30D | +18.3% | +9.1% | +9.2% | +17.7% |
| 3M | +80.2% | +3.9% | +76.3% | +79.6% |
| 6M | +111.0% | +13.6% | +97.3% | +106.1% |
| YTD | +8.8% | +34.0% | -25.2% | +1.7% |
| 1Y | +2.2% | +39.2% | -37.0% | -6.2% |
| 3Y | -14.6% | +36.4% | -51.0% | -20.6% |
| All | -14.6% | +36.5% | -51.1% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling