+625.2%
TEAM vs WCN
+476.4%
+148.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.6% |
| 7D | -16.9% | +1.2% | -18.1% | -17.4% |
| 30D | -26.8% | +26.4% | -53.2% | -36.3% |
| 3M | -1.9% | +17.5% | -19.4% | -11.0% |
| 6M | +79.2% | +28.7% | +50.4% | +53.6% |
| YTD | -6.1% | +11.5% | -17.6% | -13.2% |
| 1Y | -2.1% | +15.9% | -17.9% | -11.8% |
| 3Y | -13.6% | +51.6% | -65.2% | -37.0% |
| 5Y | -65.8% | +47.9% | -113.7% | -74.5% |
| 10Y | +454.0% | +322.5% | +131.5% | +138.0% |
| All | +625.2% | +476.4% | +148.8% | +189.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling