+2.0%
TEAM vs WPM
+49.6%
-47.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.3% | +0.7% |
| 7D | -4.7% | +3.9% | -8.5% | -4.7% |
| 30D | +17.0% | +17.7% | -0.6% | +17.1% |
| 3M | +85.9% | +39.4% | +46.5% | +89.8% |
| 6M | +116.7% | +6.4% | +110.2% | +113.4% |
| YTD | +9.6% | +34.0% | -24.4% | +10.0% |
| All | +2.0% | +49.6% | -47.6% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling