-14.6%
TEAM vs WCC
+137.6%
-152.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.5% | -9.4% | -7.3% |
| 7D | -5.7% | +8.5% | -14.2% | -6.9% |
| 30D | +18.3% | -1.0% | +19.3% | +18.3% |
| 3M | +80.2% | +2.1% | +78.1% | +77.9% |
| 6M | +111.0% | +36.8% | +74.2% | +89.1% |
| YTD | +8.8% | +47.7% | -38.9% | -6.0% |
| 1Y | +2.2% | +66.5% | -64.4% | -15.9% |
| 3Y | -14.6% | +134.2% | -148.8% | -39.7% |
| All | -14.6% | +137.6% | -152.2% | -39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling