+625.9%
TEAM vs WWD
+650.1%
-24.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.3% |
| 7D | -19.7% | +3.7% | -23.4% | -20.5% |
| 30D | -26.6% | +1.8% | -28.4% | -27.1% |
| 3M | -1.1% | -5.0% | +3.9% | -0.4% |
| 6M | +74.6% | -8.4% | +83.0% | +75.4% |
| YTD | -6.0% | +12.3% | -18.3% | -12.7% |
| 1Y | -3.2% | +26.2% | -29.5% | -13.7% |
| 3Y | -13.5% | +154.6% | -168.1% | -38.1% |
| 5Y | -65.5% | +195.3% | -260.7% | -76.6% |
| 10Y | +454.5% | +466.3% | -11.8% | +178.7% |
| All | +625.9% | +650.1% | -24.2% | +180.1% |
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