+631.8%
TEAM vs BP
+161.2%
+470.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.4% | -15.8% | -16.1% |
| 7D | -19.8% | -11.6% | -8.2% | -18.6% |
| 30D | -21.5% | 0.0% | -21.6% | -21.6% |
| 3M | +39.5% | +6.7% | +32.8% | +38.0% |
| 6M | +73.1% | +2.2% | +70.9% | +71.7% |
| YTD | -5.2% | +33.0% | -38.2% | -10.3% |
| 1Y | -1.6% | +30.7% | -32.3% | -6.7% |
| 3Y | -11.4% | +44.2% | -55.6% | -18.0% |
| 5Y | -65.1% | +105.1% | -170.2% | -69.4% |
| 10Y | +471.3% | +133.5% | +337.8% | +387.3% |
| All | +631.8% | +161.2% | +470.6% | +498.8% |
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