+802.8%
TEAM vs WM
+408.5%
+394.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -2.1% |
| 7D | -0.4% | -0.3% | -0.1% | -0.3% |
| 30D | +67.3% | -2.4% | +69.7% | +68.7% |
| 3M | +86.8% | +0.4% | +86.4% | +86.1% |
| 6M | +146.8% | -9.5% | +156.3% | +156.0% |
| YTD | +16.9% | +0.5% | +16.4% | +15.8% |
| 1Y | +12.8% | -1.1% | +13.9% | +12.2% |
| 3Y | -7.3% | +46.0% | -53.3% | -26.0% |
| 5Y | -50.7% | +51.8% | -102.5% | -61.3% |
| 10Y | +529.8% | +307.5% | +222.3% | +183.8% |
| All | +802.8% | +408.5% | +394.3% | +218.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling