-13.0%
TEAM vs WCN
+52.1%
-65.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | -16.9% | +1.2% | -18.1% | -17.1% |
| 30D | -26.8% | +26.4% | -53.2% | -30.3% |
| 3M | -1.9% | +17.5% | -19.4% | -5.1% |
| 6M | +79.2% | +28.7% | +50.4% | +70.6% |
| YTD | -6.1% | +11.5% | -17.6% | -7.3% |
| 1Y | -2.1% | +15.9% | -17.9% | -4.5% |
| All | -13.0% | +52.1% | -65.1% | -28.5% |
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