+62.9%
TEAM vs TW
+209.8%
-146.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.3% |
| 7D | -7.8% | -2.7% | -5.0% | -6.5% |
| 30D | +16.5% | -1.7% | +18.3% | +17.6% |
| 3M | +96.2% | +1.6% | +94.6% | +94.3% |
| 6M | +130.2% | -17.7% | +147.9% | +151.5% |
| YTD | +10.7% | -4.3% | +15.1% | +11.8% |
| 1Y | +3.0% | -13.1% | +16.1% | +8.9% |
| 3Y | -13.1% | +20.3% | -33.4% | -26.3% |
| 5Y | -52.7% | +22.0% | -74.7% | -61.0% |
| All | +62.9% | +209.8% | -146.9% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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