-3.2%
TEAM vs WCC
+26.8%
-30.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.3% | -0.7% | +3.4% |
| 7D | -19.7% | +3.3% | -23.0% | -18.9% |
| 30D | -26.6% | -9.4% | -17.2% | -28.4% |
| 3M | -1.1% | -10.5% | +9.4% | -3.3% |
| 6M | +74.6% | -10.4% | +85.0% | +74.2% |
| YTD | -6.0% | +34.4% | -40.4% | -3.4% |
| 1Y | -3.2% | +27.7% | -30.9% | -0.1% |
| All | -3.2% | +26.8% | -30.0% | -0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling