-16.1%
TEAM vs WTW
+61.8%
-77.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.8% |
| 7D | -7.8% | -7.8% | 0.0% | -4.9% |
| 30D | +16.5% | -7.9% | +24.4% | +20.1% |
| 3M | +96.2% | +19.9% | +76.2% | +84.8% |
| 6M | +130.2% | +9.8% | +120.4% | +121.2% |
| YTD | +10.7% | -3.3% | +14.1% | +9.1% |
| 1Y | +3.0% | -3.3% | +6.3% | +1.5% |
| All | -16.1% | +61.8% | -77.9% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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