+494.0%
TEAM vs WCC
+518.6%
-24.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.3% | +1.7% |
| 7D | -7.8% | +1.7% | -9.4% | -8.2% |
| 30D | +16.5% | -6.1% | +22.6% | +17.7% |
| 3M | +96.2% | +3.1% | +93.1% | +91.8% |
| 6M | +130.2% | +28.2% | +102.0% | +110.1% |
| YTD | +10.7% | +41.1% | -30.3% | -2.2% |
| 1Y | +3.0% | +61.3% | -58.3% | -12.6% |
| 3Y | -13.1% | +123.6% | -136.7% | -34.5% |
| 5Y | -52.7% | +214.8% | -267.5% | -67.3% |
| All | +494.0% | +518.6% | -24.5% | +241.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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