+802.8%
TEAM vs WPM
+1,212.0%
-409.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.6% | -2.5% |
| 7D | -0.4% | +1.1% | -1.5% | -0.6% |
| 30D | +67.3% | +26.4% | +40.9% | +63.3% |
| 3M | +86.8% | +20.8% | +65.9% | +82.8% |
| 6M | +146.8% | +1.1% | +145.7% | +144.8% |
| YTD | +16.9% | +32.5% | -15.5% | +11.7% |
| 1Y | +12.8% | +51.5% | -38.7% | +5.6% |
| 3Y | -7.3% | +267.0% | -274.3% | -23.5% |
| 5Y | -50.7% | +250.1% | -300.8% | -59.3% |
| 10Y | +529.8% | +540.4% | -10.5% | +405.4% |
| All | +802.8% | +1,212.0% | -409.2% | +634.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling