+12.8%
TEAM vs GWW
+31.2%
-18.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.2% |
| 7D | -0.4% | +1.4% | -1.8% | +0.1% |
| 30D | +67.3% | +3.3% | +64.0% | +69.6% |
| 3M | +86.8% | +2.9% | +83.9% | +89.7% |
| 6M | +146.8% | +15.8% | +131.0% | +162.2% |
| YTD | +16.9% | +32.0% | -15.1% | +22.6% |
| 1Y | +12.8% | +29.9% | -17.1% | +14.7% |
| All | +12.8% | +31.2% | -18.4% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling