+746.4%
TEAM vs WTW
+203.4%
+543.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.6% | +4.3% | +2.6% |
| 7D | -4.7% | -7.1% | +2.4% | -0.8% |
| 30D | +17.0% | -8.5% | +25.6% | +22.6% |
| 3M | +85.9% | +20.6% | +65.3% | +68.8% |
| 6M | +116.7% | +7.2% | +109.4% | +108.3% |
| YTD | +9.6% | -3.9% | +13.5% | +10.7% |
| 1Y | -2.5% | -3.6% | +1.1% | -2.0% |
| 3Y | -14.0% | +60.7% | -74.6% | -36.5% |
| 5Y | -53.1% | +42.2% | -95.2% | -62.9% |
| 10Y | +502.9% | +195.5% | +307.5% | +202.3% |
| All | +746.4% | +203.4% | +543.0% | +301.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling