+502.9%
TEAM vs WAB
+282.7%
+220.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.1% |
| 7D | -4.7% | +0.2% | -4.9% | -4.7% |
| 30D | +17.0% | -4.6% | +21.6% | +18.2% |
| 3M | +85.9% | +5.6% | +80.3% | +81.4% |
| 6M | +116.7% | +13.8% | +102.8% | +105.0% |
| YTD | +9.6% | +31.9% | -22.2% | -1.5% |
| 1Y | -2.5% | +48.3% | -50.8% | -15.7% |
| 3Y | -14.0% | +167.1% | -181.1% | -36.5% |
| 5Y | -53.1% | +222.9% | -276.0% | -66.7% |
| 10Y | +502.9% | +289.9% | +213.0% | +285.5% |
| All | +502.9% | +282.7% | +220.2% | +285.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling