+12.8%
TEAM vs WAB
+48.2%
-35.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.1% |
| 7D | -0.4% | -3.2% | +2.8% | -2.7% |
| 30D | +67.3% | -4.4% | +71.7% | +62.5% |
| 3M | +86.8% | +7.9% | +78.9% | +97.8% |
| 6M | +146.8% | +8.7% | +138.1% | +161.1% |
| YTD | +16.9% | +33.0% | -16.1% | +19.0% |
| 1Y | +12.8% | +46.7% | -33.9% | +9.6% |
| All | +12.8% | +48.2% | -35.4% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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