-13.0%
TEAM vs WU
-24.1%
+11.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | -16.9% | -5.3% | -11.6% | -15.6% |
| 30D | -26.8% | +9.0% | -35.8% | -28.7% |
| 3M | -1.9% | -3.6% | +1.7% | -1.1% |
| 6M | +79.2% | -19.4% | +98.6% | +88.4% |
| YTD | -6.1% | -21.7% | +15.6% | -0.4% |
| 1Y | -2.1% | -16.1% | +14.1% | +1.8% |
| All | -13.0% | -24.1% | +11.1% | -8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling