-17.0%
TEAM vs GWW
+89.5%
-106.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +0.8% |
| 7D | -4.7% | -0.5% | -4.2% | -4.6% |
| 30D | +17.0% | -1.4% | +18.5% | +17.2% |
| 3M | +85.9% | -3.6% | +89.5% | +86.2% |
| 6M | +116.7% | +15.1% | +101.5% | +110.7% |
| YTD | +9.6% | +27.5% | -17.9% | +2.6% |
| 1Y | -2.5% | +29.6% | -32.1% | -9.5% |
| All | -17.0% | +89.5% | -106.4% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling