+802.8%
TEAM vs BWA
+119.4%
+683.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.4% | -3.2% |
| 7D | -0.4% | +5.7% | -6.1% | -1.7% |
| 30D | +67.3% | +1.4% | +65.9% | +66.7% |
| 3M | +86.8% | -12.1% | +98.9% | +91.3% |
| 6M | +146.8% | +28.6% | +118.3% | +127.6% |
| YTD | +16.9% | +51.1% | -34.2% | +1.4% |
| 1Y | +12.8% | +55.9% | -43.1% | -3.3% |
| 3Y | -7.3% | +70.1% | -77.4% | -24.2% |
| 5Y | -50.7% | +90.7% | -141.4% | -61.5% |
| 10Y | +529.8% | +154.0% | +375.9% | +318.7% |
| All | +802.8% | +119.4% | +683.4% | +497.6% |
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