+802.8%
TEAM vs WU
-29.2%
+832.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.7% | -2.3% |
| 7D | -0.4% | -0.8% | +0.4% | -0.2% |
| 30D | +67.3% | -1.1% | +68.4% | +67.8% |
| 3M | +86.8% | -3.9% | +90.6% | +87.1% |
| 6M | +146.8% | -20.7% | +167.5% | +163.7% |
| YTD | +16.9% | -18.4% | +35.3% | +23.7% |
| 1Y | +12.8% | -8.1% | +20.9% | +13.7% |
| 3Y | -7.3% | -24.2% | +16.9% | -2.0% |
| 5Y | -50.7% | -50.4% | -0.3% | -40.7% |
| 10Y | +529.8% | -40.0% | +569.9% | +531.5% |
| All | +802.8% | -29.2% | +832.0% | +749.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling