+625.2%
TEAM vs WCC
+682.2%
-57.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -16.9% | +14.2% | -31.1% | -19.3% |
| 30D | -26.8% | -9.8% | -17.0% | -25.6% |
| 3M | -1.9% | -10.1% | +8.2% | -0.8% |
| 6M | +79.2% | -9.4% | +88.6% | +78.3% |
| YTD | -6.1% | +34.4% | -40.5% | -16.9% |
| 1Y | -2.1% | +23.3% | -25.3% | -11.5% |
| 3Y | -13.6% | +137.9% | -151.5% | -36.5% |
| 5Y | -65.8% | +144.0% | -209.8% | -75.6% |
| 10Y | +454.0% | +442.5% | +11.5% | +225.0% |
| All | +625.2% | +682.2% | -57.0% | +274.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling