+12.8%
TEAM vs WY
-5.4%
+18.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -0.4% | -2.6% | +2.2% | -0.9% |
| 30D | +67.3% | -10.9% | +78.2% | +63.1% |
| 3M | +86.8% | -6.0% | +92.8% | +83.9% |
| 6M | +146.8% | -5.6% | +152.5% | +145.2% |
| YTD | +16.9% | -1.1% | +18.1% | +16.6% |
| 1Y | +12.8% | -7.5% | +20.3% | +11.2% |
| All | +12.8% | -5.4% | +18.2% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling