+441.0%
TEAM vs WM
+329.9%
+111.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.4% | -4.2% |
| 7D | -22.2% | +1.2% | -23.4% | -22.5% |
| 30D | -28.1% | +13.7% | -41.8% | -31.8% |
| 3M | -2.2% | +5.2% | -7.4% | -4.3% |
| 6M | +62.2% | +11.2% | +51.0% | +54.9% |
| YTD | -8.4% | +9.4% | -17.8% | -12.3% |
| 1Y | -6.6% | +20.4% | -27.0% | -14.4% |
| 3Y | -15.7% | +44.7% | -60.4% | -31.3% |
| 5Y | -65.7% | +58.5% | -124.2% | -73.4% |
| 10Y | +441.0% | +326.4% | +114.6% | +172.5% |
| All | +441.0% | +329.9% | +111.1% | +172.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling