-53.8%
TEAM vs WEC
+34.9%
-88.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.1% | -8.0% | -6.9% |
| 7D | -5.7% | +0.8% | -6.5% | -5.7% |
| 30D | +18.3% | +0.3% | +18.0% | +18.3% |
| 3M | +80.2% | -2.9% | +83.2% | +80.2% |
| 6M | +111.0% | -5.9% | +116.9% | +111.1% |
| YTD | +8.8% | +4.1% | +4.7% | +7.4% |
| 1Y | +2.2% | +3.1% | -1.0% | +0.9% |
| 3Y | -14.6% | +40.8% | -55.4% | -22.5% |
| 5Y | -53.8% | +31.7% | -85.5% | -54.9% |
| All | -53.8% | +34.9% | -88.7% | -54.9% |
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 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