+802.8%
TEAM vs WWD
+667.1%
+135.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -2.9% |
| 7D | -0.4% | +1.3% | -1.7% | -0.7% |
| 30D | +67.3% | -7.2% | +74.5% | +69.9% |
| 3M | +86.8% | -3.8% | +90.6% | +86.7% |
| 6M | +146.8% | -9.9% | +156.7% | +148.0% |
| YTD | +16.9% | +14.8% | +2.1% | +8.4% |
| 1Y | +12.8% | +42.1% | -29.3% | -2.7% |
| 3Y | -7.3% | +170.8% | -178.1% | -34.5% |
| 5Y | -50.7% | +197.5% | -248.2% | -66.6% |
| 10Y | +529.8% | +477.8% | +52.0% | +216.8% |
| All | +802.8% | +667.1% | +135.6% | +247.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling