+15.1%
TEAM vs BRO
-3.6%
+18.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.5% | -5.1% | -2.7% |
| 7D | -13.7% | +12.4% | -26.2% | -19.0% |
| 30D | -3.4% | +21.6% | -25.0% | -14.0% |
| 3M | +72.1% | +4.3% | +67.8% | +67.3% |
| 6M | +103.8% | +29.2% | +74.6% | +84.2% |
| YTD | +17.1% | -6.4% | +23.5% | +17.6% |
| 1Y | +15.1% | -5.3% | +20.4% | +15.0% |
| All | +15.1% | -3.6% | +18.7% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 1y: compounded portfolio wealth divided by compounded BRO 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…
1y analysis · Full analysis span regression · 6 months rolling