+467.0%
TEAM vs WM
+337.2%
+129.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.6% | +0.7% |
| 7D | -17.2% | -0.5% | -16.7% | -17.0% |
| 30D | -25.1% | +13.3% | -38.4% | -28.8% |
| 3M | +3.9% | +4.4% | -0.5% | +2.0% |
| 6M | +69.1% | +10.8% | +58.3% | +61.6% |
| YTD | -4.5% | +9.1% | -13.5% | -8.5% |
| 1Y | -1.9% | +19.1% | -21.0% | -9.6% |
| 3Y | -9.3% | +45.7% | -55.0% | -26.4% |
| 5Y | -65.2% | +60.4% | -125.6% | -73.1% |
| 10Y | +467.0% | +328.7% | +138.3% | +184.8% |
| All | +467.0% | +337.2% | +129.8% | +184.8% |
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