+802.8%
TEAM vs BP
+156.9%
+645.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.7% |
| 7D | -0.4% | +3.9% | -4.4% | -1.0% |
| 30D | +67.3% | +7.6% | +59.7% | +65.5% |
| 3M | +86.8% | +0.7% | +86.1% | +86.0% |
| 6M | +146.8% | +15.5% | +131.3% | +140.1% |
| YTD | +16.9% | +30.8% | -13.9% | +11.0% |
| 1Y | +12.8% | +34.3% | -21.5% | +6.4% |
| 3Y | -7.3% | +35.1% | -42.3% | -13.2% |
| 5Y | -50.7% | +126.8% | -177.5% | -57.4% |
| 10Y | +529.8% | +123.4% | +406.5% | +442.5% |
| All | +802.8% | +156.9% | +645.8% | +641.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling