+494.0%
TEAM vs WPM
+545.0%
-51.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.7% | +4.7% | +1.5% |
| 7D | -7.8% | -3.6% | -4.2% | -7.3% |
| 30D | +16.5% | +12.5% | +4.1% | +14.6% |
| 3M | +96.2% | +40.6% | +55.6% | +88.0% |
| 6M | +130.2% | +0.5% | +129.6% | +128.2% |
| YTD | +10.7% | +29.0% | -18.3% | +5.1% |
| 1Y | +3.0% | +43.8% | -40.8% | -4.3% |
| 3Y | -13.1% | +266.3% | -279.4% | -31.5% |
| 5Y | -52.7% | +255.1% | -307.9% | -62.8% |
| All | +494.0% | +545.0% | -51.0% | +378.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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