+494.4%
TEAM vs WCN
+235.9%
+258.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -5.2% | -3.1% | -2.1% | -3.4% |
| 30D | +15.8% | -3.4% | +19.1% | +18.2% |
| 3M | +101.5% | +3.0% | +98.5% | +97.9% |
| 6M | +138.2% | -3.8% | +141.9% | +141.0% |
| YTD | +10.8% | -8.3% | +19.1% | +15.4% |
| 1Y | +1.7% | -9.7% | +11.4% | +6.5% |
| 3Y | -16.0% | +17.2% | -33.2% | -28.8% |
| 5Y | -52.7% | +25.3% | -78.0% | -61.4% |
| All | +494.4% | +235.9% | +258.6% | +206.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling