-53.1%
TEAM vs WCC
+228.2%
-281.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.1% |
| 7D | -4.7% | +6.8% | -11.5% | -6.6% |
| 30D | +17.0% | -3.0% | +20.0% | +17.6% |
| 3M | +85.9% | +0.2% | +85.7% | +82.0% |
| 6M | +116.7% | +33.2% | +83.5% | +86.2% |
| YTD | +9.6% | +45.8% | -36.2% | -10.5% |
| 1Y | -2.5% | +68.4% | -70.9% | -25.8% |
| 3Y | -14.0% | +131.1% | -145.1% | -47.7% |
| 5Y | -53.1% | +225.6% | -278.7% | -77.2% |
| All | -53.1% | +228.2% | -281.3% | -77.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling