+15.1%
TEAM vs W
+21.5%
-6.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +11.0% | -11.6% | -3.1% |
| 7D | -13.7% | +8.4% | -22.1% | -15.5% |
| 30D | -3.4% | +16.5% | -20.0% | -6.9% |
| 3M | +72.1% | +6.4% | +65.7% | +68.4% |
| 6M | +103.8% | +90.5% | +13.3% | +74.9% |
| YTD | +17.1% | +23.1% | -5.9% | +5.5% |
| 1Y | +15.1% | +24.3% | -9.2% | +3.4% |
| All | +15.1% | +21.5% | -6.4% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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