+802.8%
TEAM vs WCC
+738.9%
+63.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.9% | -6.5% | -3.5% |
| 7D | -0.4% | +4.5% | -4.9% | -1.4% |
| 30D | +67.3% | -5.8% | +73.1% | +68.8% |
| 3M | +86.8% | -3.7% | +90.4% | +85.8% |
| 6M | +146.8% | +23.1% | +123.8% | +127.5% |
| YTD | +16.9% | +44.2% | -27.2% | +2.8% |
| 1Y | +12.8% | +62.1% | -49.3% | -4.4% |
| 3Y | -7.3% | +121.1% | -128.4% | -30.0% |
| 5Y | -50.7% | +214.0% | -264.7% | -66.1% |
| 10Y | +529.8% | +472.8% | +57.0% | +268.2% |
| All | +802.8% | +738.9% | +63.8% | +363.9% |
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