+502.9%
TEAM vs WU
-40.9%
+543.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.0% |
| 7D | -4.7% | -4.9% | +0.3% | -3.0% |
| 30D | +17.0% | -1.3% | +18.3% | +17.6% |
| 3M | +85.9% | -3.6% | +89.5% | +86.0% |
| 6M | +116.7% | -24.3% | +141.0% | +134.7% |
| YTD | +9.6% | -21.1% | +30.7% | +17.1% |
| 1Y | -2.5% | -10.3% | +7.8% | -0.9% |
| 3Y | -14.0% | -28.4% | +14.4% | -7.4% |
| 5Y | -53.1% | -51.2% | -1.9% | -43.7% |
| 10Y | +502.9% | -39.6% | +542.6% | +494.7% |
| All | +502.9% | -40.9% | +543.8% | +494.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling