+3.0%
TEAM vs WAB
+47.7%
-44.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -7.8% | -0.2% | -7.6% | -7.8% |
| 30D | +16.5% | -5.9% | +22.4% | +11.9% |
| 3M | +96.2% | +9.4% | +86.8% | +108.6% |
| 6M | +130.2% | +13.8% | +116.3% | +143.4% |
| YTD | +10.7% | +31.8% | -21.0% | +11.3% |
| 1Y | +3.0% | +48.5% | -45.5% | -2.4% |
| All | +3.0% | +47.7% | -44.7% | -2.4% |
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