+755.7%
TEAM vs BRO
+350.0%
+405.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -5.2% | -7.3% | +2.1% | -1.1% |
| 30D | +15.8% | -6.9% | +22.6% | +20.4% |
| 3M | +101.5% | +10.7% | +90.8% | +91.9% |
| 6M | +138.2% | -2.7% | +140.9% | +141.7% |
| YTD | +10.8% | -16.3% | +27.2% | +21.7% |
| 1Y | +1.7% | -29.1% | +30.8% | +21.6% |
| 3Y | -16.0% | -7.8% | -8.2% | -17.5% |
| 5Y | -52.7% | +18.7% | -71.4% | -59.8% |
| 10Y | +509.6% | +291.9% | +217.7% | +166.4% |
| All | +755.7% | +350.0% | +405.8% | +234.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling