+494.0%
TEAM vs GWW
+565.7%
-71.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | -7.8% | -3.1% | -4.6% | -7.0% |
| 30D | +16.5% | -2.3% | +18.9% | +17.2% |
| 3M | +96.2% | -3.3% | +99.5% | +97.2% |
| 6M | +130.2% | +15.4% | +114.8% | +119.5% |
| YTD | +10.7% | +26.7% | -16.0% | +2.0% |
| 1Y | +3.0% | +29.0% | -26.0% | -5.6% |
| 3Y | -13.1% | +89.0% | -102.1% | -29.5% |
| 5Y | -52.7% | +221.8% | -274.5% | -66.2% |
| All | +494.0% | +565.7% | -71.7% | +303.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling