+614.2%
TEAM vs BTI
+124.4%
+489.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.7% |
| 7D | -2.4% | +1.6% | -4.0% | -2.6% |
| 30D | -26.7% | +9.2% | -35.9% | -27.6% |
| 3M | -9.6% | +9.6% | -19.3% | -10.8% |
| 6M | +86.0% | -2.4% | +88.5% | +86.2% |
| YTD | -7.5% | +14.2% | -21.7% | -10.1% |
| 1Y | -1.4% | +20.3% | -21.7% | -5.0% |
| 3Y | -14.3% | +147.4% | -161.7% | -29.3% |
| 5Y | -66.3% | +155.4% | -221.7% | -72.4% |
| 10Y | +445.6% | +127.3% | +318.3% | +344.4% |
| All | +614.2% | +124.4% | +489.9% | +461.2% |
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