+625.9%
TEAM vs BWA
+66.5%
+559.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.2% |
| 7D | -19.7% | +1.7% | -21.4% | -20.1% |
| 30D | -26.6% | -14.6% | -12.0% | -24.0% |
| 3M | -1.1% | -26.2% | +25.2% | +5.4% |
| 6M | +74.6% | -18.4% | +93.0% | +80.0% |
| YTD | -6.0% | +14.7% | -20.7% | -13.5% |
| 1Y | -3.2% | +13.3% | -16.6% | -10.7% |
| 3Y | -13.5% | +64.7% | -78.2% | -29.5% |
| 5Y | -65.5% | +32.2% | -97.6% | -70.9% |
| 10Y | +454.5% | +96.8% | +357.7% | +289.5% |
| All | +625.9% | +66.5% | +559.4% | +409.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling