+625.2%
TEAM vs WAB
+335.9%
+289.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | -16.9% | +7.9% | -24.8% | -18.6% |
| 30D | -26.8% | +4.9% | -31.7% | -27.8% |
| 3M | -1.9% | +1.8% | -3.7% | -2.7% |
| 6M | +79.2% | +12.0% | +67.2% | +71.3% |
| YTD | -6.1% | +41.3% | -47.3% | -17.8% |
| 1Y | -2.1% | +43.8% | -45.9% | -14.8% |
| 3Y | -13.6% | +171.1% | -184.7% | -37.8% |
| 5Y | -65.8% | +217.7% | -283.5% | -76.4% |
| 10Y | +454.0% | +272.3% | +181.6% | +245.5% |
| All | +625.2% | +335.9% | +289.3% | +280.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling