+15.1%
TEAM vs WM
+21.9%
-6.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.6% |
| 7D | -13.7% | +5.9% | -19.7% | -13.9% |
| 30D | -3.4% | +15.4% | -18.8% | -4.2% |
| 3M | +72.1% | +6.3% | +65.8% | +71.2% |
| 6M | +103.8% | +5.6% | +98.2% | +105.6% |
| YTD | +17.1% | +9.9% | +7.2% | +18.5% |
| 1Y | +15.1% | +20.8% | -5.7% | +14.7% |
| All | +15.1% | +21.9% | -6.8% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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