-17.0%
TEAM vs BWA
+67.1%
-84.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.3% | +0.9% |
| 7D | -4.7% | +0.1% | -4.8% | -4.7% |
| 30D | +17.0% | -5.6% | +22.6% | +17.7% |
| 3M | +85.9% | -10.7% | +96.6% | +88.3% |
| 6M | +116.7% | +23.2% | +93.5% | +105.8% |
| YTD | +9.6% | +46.0% | -36.4% | -3.4% |
| 1Y | -2.5% | +51.2% | -53.7% | -15.5% |
| All | -17.0% | +67.1% | -84.1% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 3y: compounded portfolio wealth divided by compounded BWA 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…
3y analysis · Full analysis span regression · 6 months rolling