-14.3%
TEAM vs W
+161.9%
-176.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | -26.7% | +6.8% | -33.5% | -28.0% |
| 3M | -9.6% | +10.7% | -20.3% | -12.2% |
| 6M | +86.0% | +86.3% | -0.3% | +57.1% |
| YTD | -7.5% | +11.5% | -19.0% | -13.1% |
| 1Y | -1.4% | +5.1% | -6.5% | -6.5% |
| 3Y | -14.3% | +171.0% | -185.3% | -44.2% |
| All | -14.3% | +161.9% | -176.2% | -44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling