-5.7%
TEAM vs WAB
+45.8%
-51.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.8% | -5.8% | -2.7% |
| 7D | -22.2% | +4.0% | -26.2% | -19.6% |
| 30D | -28.1% | +6.3% | -34.5% | -24.4% |
| 3M | -2.2% | +3.3% | -5.4% | +0.7% |
| 6M | +62.2% | +14.5% | +47.8% | +85.1% |
| YTD | -8.4% | +42.7% | -51.0% | +5.7% |
| All | -5.7% | +45.8% | -51.4% | +7.2% |
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