-7.9%
TEAM vs WST
-15.6%
+7.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.5% |
| 7D | -0.4% | +0.7% | -1.2% | -0.5% |
| 30D | +67.3% | -3.1% | +70.4% | +68.1% |
| 3M | +86.8% | +7.2% | +79.6% | +84.7% |
| 6M | +146.8% | +36.8% | +110.0% | +134.9% |
| YTD | +16.9% | +23.8% | -6.9% | +13.0% |
| 1Y | +12.8% | +37.8% | -25.0% | +6.8% |
| All | -7.9% | -15.6% | +7.7% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling