-14.3%
TEAM vs WST
+24.3%
-38.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.8% | -1.7% |
| 7D | -2.4% | +4.2% | -6.6% | -2.9% |
| 30D | -26.7% | +11.2% | -37.9% | -27.8% |
| 3M | -9.6% | +20.4% | -30.0% | -11.9% |
| 6M | +86.0% | +37.9% | +48.2% | +77.9% |
| YTD | -7.5% | +51.8% | -59.3% | -12.8% |
| 1Y | -1.4% | +56.6% | -58.0% | -7.5% |
| 3Y | -14.3% | +24.2% | -38.5% | -28.9% |
| All | -14.3% | +24.3% | -38.6% | -28.9% |
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