-53.1%
TEAM vs GWW
+221.1%
-274.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +1.1% |
| 7D | -4.7% | -0.5% | -4.2% | -4.4% |
| 30D | +17.0% | -1.4% | +18.5% | +17.7% |
| 3M | +85.9% | -3.6% | +89.5% | +87.7% |
| 6M | +116.7% | +15.1% | +101.5% | +99.6% |
| YTD | +9.6% | +27.5% | -17.9% | -5.9% |
| 1Y | -2.5% | +29.6% | -32.1% | -17.3% |
| 3Y | -14.0% | +90.1% | -104.0% | -46.4% |
| 5Y | -53.1% | +222.6% | -275.7% | -81.6% |
| All | -53.1% | +221.1% | -274.2% | -81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling