+494.4%
TEAM vs BR
+189.7%
+304.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -5.2% | -3.0% | -2.2% | -2.7% |
| 30D | +15.8% | -0.3% | +16.0% | +16.3% |
| 3M | +101.5% | +17.3% | +84.2% | +78.7% |
| 6M | +138.2% | -6.7% | +144.9% | +155.1% |
| YTD | +10.8% | -23.4% | +34.3% | +38.0% |
| 1Y | +1.7% | -32.7% | +34.4% | +39.6% |
| 3Y | -16.0% | -5.9% | -10.1% | -12.0% |
| 5Y | -52.7% | +8.4% | -61.1% | -55.4% |
| All | +494.4% | +189.7% | +304.8% | +201.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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