+772.8%
TEAM vs WM
+462.7%
+310.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.6% | -3.9% |
| 7D | -10.2% | +4.5% | -14.7% | -11.8% |
| 30D | -5.5% | +16.1% | -21.6% | -11.3% |
| 3M | +61.7% | +8.0% | +53.7% | +56.0% |
| 6M | +98.5% | +8.4% | +90.1% | +91.0% |
| YTD | +13.0% | +11.2% | +1.8% | +7.1% |
| 1Y | +13.5% | +22.3% | -8.8% | +3.1% |
| 3Y | +3.6% | +50.2% | -46.6% | -17.5% |
| 5Y | -58.4% | +63.3% | -121.6% | -68.3% |
| 10Y | +581.4% | +355.0% | +226.3% | +192.6% |
| All | +772.8% | +462.7% | +310.1% | +195.0% |
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