-65.4%
TEAM vs BTI
+153.9%
-219.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.6% |
| 7D | -2.4% | +1.6% | -4.0% | -2.6% |
| 30D | -26.7% | +9.2% | -35.9% | -27.2% |
| 3M | -9.6% | +9.6% | -19.3% | -10.3% |
| 6M | +86.0% | -2.4% | +88.5% | +85.9% |
| YTD | -7.5% | +14.2% | -21.7% | -9.7% |
| 1Y | -1.4% | +20.3% | -21.7% | -4.8% |
| 3Y | -14.3% | +147.4% | -161.7% | -33.6% |
| All | -65.4% | +153.9% | -219.4% | -72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling