-65.7%
TEAM vs WEC
+53.9%
-119.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -3.9% | -4.1% |
| 7D | -22.2% | +1.4% | -23.6% | -22.2% |
| 30D | -28.1% | +12.8% | -40.9% | -27.9% |
| 3M | -2.2% | +11.2% | -13.4% | -1.8% |
| 6M | +62.2% | +6.6% | +55.6% | +62.6% |
| YTD | -8.4% | +13.8% | -22.2% | -9.3% |
| 1Y | -6.6% | +7.6% | -14.3% | -6.8% |
| 3Y | -15.7% | +62.2% | -77.9% | -24.6% |
| 5Y | -65.7% | +52.0% | -117.7% | -67.2% |
| All | -65.7% | +53.9% | -119.7% | -67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling