+502.9%
TEAM vs PBF
+351.3%
+151.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.8% |
| 7D | -4.7% | +1.4% | -6.0% | -4.8% |
| 30D | +17.0% | +15.8% | +1.2% | +15.9% |
| 3M | +85.9% | +90.3% | -4.4% | +78.1% |
| 6M | +116.7% | +102.8% | +13.8% | +106.3% |
| YTD | +9.6% | +187.3% | -177.7% | +1.8% |
| 1Y | -2.5% | +161.8% | -164.4% | -9.2% |
| 3Y | -14.0% | +55.5% | -69.4% | -19.0% |
| 5Y | -53.1% | +801.9% | -855.0% | -59.3% |
| 10Y | +502.9% | +362.2% | +140.7% | +475.0% |
| All | +502.9% | +351.3% | +151.6% | +475.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 10y: compounded portfolio wealth divided by compounded PBF 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…
10y analysis · Full analysis span regression · 6 months rolling