+15.1%
TEAM vs BTI
+24.7%
-9.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.4% | -4.0% | +0.3% |
| 7D | -13.7% | +5.3% | -19.0% | -12.5% |
| 30D | -3.4% | +19.1% | -22.5% | +0.8% |
| 3M | +72.1% | +6.5% | +65.6% | +73.6% |
| 6M | +103.8% | +9.4% | +94.4% | +108.4% |
| YTD | +17.1% | +14.4% | +2.7% | +22.6% |
| 1Y | +15.1% | +23.9% | -8.8% | +18.9% |
| All | +15.1% | +24.7% | -9.6% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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