-1.4%
TEAM vs WST
+54.9%
-56.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.8% | -1.6% |
| 7D | -2.4% | +4.2% | -6.6% | -2.7% |
| 30D | -26.7% | +11.2% | -37.9% | -27.4% |
| 3M | -9.6% | +20.4% | -30.0% | -11.3% |
| 6M | +86.0% | +37.9% | +48.2% | +80.0% |
| YTD | -7.5% | +51.8% | -59.3% | -8.6% |
| 1Y | -1.4% | +56.6% | -58.0% | -3.0% |
| All | -1.4% | +54.9% | -56.3% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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