+502.9%
TEAM vs WEC
+141.2%
+361.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +0.8% |
| 7D | -4.7% | +0.4% | -5.1% | -4.7% |
| 30D | +17.0% | +0.9% | +16.1% | +16.9% |
| 3M | +85.9% | -5.3% | +91.2% | +86.8% |
| 6M | +116.7% | -6.6% | +123.2% | +117.6% |
| YTD | +9.6% | +3.3% | +6.4% | +8.3% |
| 1Y | -2.5% | +2.1% | -4.6% | -3.6% |
| 3Y | -14.0% | +39.6% | -53.5% | -20.4% |
| 5Y | -53.1% | +31.2% | -84.2% | -56.3% |
| 10Y | +502.9% | +148.4% | +354.5% | +409.5% |
| All | +502.9% | +141.2% | +361.8% | +409.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling