-2.5%
TEAM vs WCC
+66.8%
-69.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.4% |
| 7D | -4.7% | +6.8% | -11.5% | -3.0% |
| 30D | +17.0% | -3.0% | +20.0% | +16.5% |
| 3M | +85.9% | +0.2% | +85.7% | +88.6% |
| 6M | +116.7% | +33.2% | +83.5% | +118.3% |
| YTD | +9.6% | +45.8% | -36.2% | +7.5% |
| 1Y | -2.5% | +68.4% | -70.9% | -8.3% |
| All | -2.5% | +66.8% | -69.4% | -8.3% |
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