+625.2%
TEAM vs WPM
+1,015.7%
-390.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.2% |
| 7D | -16.9% | -0.5% | -16.4% | -16.9% |
| 30D | -26.8% | -3.1% | -23.7% | -26.7% |
| 3M | -1.9% | -2.2% | +0.3% | -2.1% |
| 6M | +79.2% | -7.4% | +86.6% | +79.4% |
| YTD | -6.1% | +12.6% | -18.7% | -9.0% |
| 1Y | -2.1% | +22.8% | -24.9% | -6.2% |
| 3Y | -13.6% | +213.6% | -227.3% | -27.7% |
| 5Y | -65.8% | +211.2% | -277.0% | -71.5% |
| 10Y | +454.0% | +733.9% | -279.9% | +351.0% |
| All | +625.2% | +1,015.7% | -390.5% | +498.3% |
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