-53.1%
TEAM vs BTI
+113.9%
-167.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.8% |
| 7D | -4.7% | -2.4% | -2.2% | -4.5% |
| 30D | +17.0% | -4.8% | +21.8% | +17.4% |
| 3M | +85.9% | -8.1% | +94.0% | +86.9% |
| 6M | +116.7% | -4.2% | +120.8% | +116.2% |
| YTD | +9.6% | -1.3% | +10.9% | +8.5% |
| 1Y | -2.5% | +2.1% | -4.7% | -4.2% |
| 3Y | -14.0% | +108.9% | -122.9% | -30.1% |
| 5Y | -53.1% | +114.5% | -167.5% | -57.7% |
| All | -53.1% | +113.9% | -167.0% | -57.7% |
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