+802.8%
TEAM vs BTI
+97.5%
+705.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.5% |
| 7D | -0.4% | -1.4% | +1.0% | -0.2% |
| 30D | +67.3% | -6.6% | +73.9% | +68.8% |
| 3M | +86.8% | -3.0% | +89.8% | +87.5% |
| 6M | +146.8% | -6.7% | +153.5% | +148.0% |
| YTD | +16.9% | +0.6% | +16.4% | +15.7% |
| 1Y | +12.8% | +5.6% | +7.2% | +10.6% |
| 3Y | -7.3% | +110.3% | -117.6% | -21.6% |
| 5Y | -50.7% | +114.3% | -165.0% | -58.6% |
| 10Y | +529.8% | +67.7% | +462.2% | +440.6% |
| All | +802.8% | +97.5% | +705.3% | +622.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling