-65.8%
TEAM vs WU
-43.2%
-22.6%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.3% |
| 7D | -16.9% | -5.3% | -11.6% | -15.2% |
| 30D | -26.8% | +9.0% | -35.8% | -29.3% |
| 3M | -1.9% | -3.6% | +1.7% | -0.9% |
| 6M | +79.2% | -19.4% | +98.6% | +91.7% |
| YTD | -6.1% | -21.7% | +15.6% | +1.4% |
| 1Y | -2.1% | -16.1% | +14.1% | +2.7% |
| 3Y | -13.6% | -24.1% | +10.5% | -9.1% |
| 5Y | -65.8% | -44.1% | -21.7% | -56.4% |
| All | -65.8% | -43.2% | -22.6% | -56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling