-15.7%
TEAM vs WWD
+155.8%
-171.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.4% | -4.1% |
| 7D | -22.2% | +0.4% | -22.7% | -22.2% |
| 30D | -28.1% | -0.4% | -27.7% | -28.1% |
| 3M | -2.2% | -6.1% | +3.9% | -1.6% |
| 6M | +62.2% | -9.5% | +71.7% | +62.4% |
| YTD | -8.4% | +10.8% | -19.2% | -16.1% |
| 1Y | -6.6% | +23.5% | -30.1% | -18.6% |
| 3Y | -15.7% | +151.3% | -167.0% | -46.3% |
| All | -15.7% | +155.8% | -171.5% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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