-14.6%
TEAM vs WCN
+19.6%
-34.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.0% | -5.9% | -6.7% |
| 7D | -5.7% | -0.4% | -5.2% | -5.5% |
| 30D | +18.3% | -2.1% | +20.5% | +19.0% |
| 3M | +80.2% | +6.4% | +73.8% | +78.4% |
| 6M | +111.0% | -3.7% | +114.7% | +114.3% |
| YTD | +8.8% | -6.4% | +15.2% | +11.3% |
| 1Y | +2.2% | -7.9% | +10.1% | +5.0% |
| 3Y | -14.6% | +20.8% | -35.4% | -22.3% |
| All | -14.6% | +19.6% | -34.3% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling