+802.8%
TEAM vs WEC
+198.7%
+604.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.6% |
| 7D | -0.4% | -0.3% | -0.2% | -0.4% |
| 30D | +67.3% | -1.3% | +68.6% | +67.4% |
| 3M | +86.8% | -3.9% | +90.7% | +87.1% |
| 6M | +146.8% | -8.3% | +155.1% | +148.0% |
| YTD | +16.9% | +3.1% | +13.9% | +15.9% |
| 1Y | +12.8% | +1.9% | +10.9% | +11.8% |
| 3Y | -7.3% | +41.9% | -49.2% | -12.8% |
| 5Y | -50.7% | +30.8% | -81.5% | -53.2% |
| 10Y | +529.8% | +141.9% | +387.9% | +532.5% |
| All | +802.8% | +198.7% | +604.0% | +1,365.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling