+15.1%
TEAM vs WAB
+46.5%
-31.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | +0.2% |
| 7D | -13.7% | +4.5% | -18.3% | -10.7% |
| 30D | -3.4% | +1.1% | -4.5% | -2.7% |
| 3M | +72.1% | -1.3% | +73.4% | +71.1% |
| 6M | +103.8% | +12.7% | +91.1% | +128.9% |
| YTD | +17.1% | +38.7% | -21.6% | +29.6% |
| 1Y | +15.1% | +44.9% | -29.9% | +22.9% |
| All | +15.1% | +46.5% | -31.5% | +22.9% |
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