+12.8%
TEAM vs WEC
+1.8%
+11.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -3.3% |
| 7D | -0.4% | -0.3% | -0.2% | -0.8% |
| 30D | +67.3% | -1.3% | +68.6% | +65.2% |
| 3M | +86.8% | -3.9% | +90.7% | +81.1% |
| 6M | +146.8% | -8.3% | +155.1% | +132.3% |
| YTD | +16.9% | +3.1% | +13.9% | +17.7% |
| 1Y | +12.8% | +1.9% | +10.9% | +10.9% |
| All | +12.8% | +1.8% | +11.0% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling