+443.6%
TEAM vs WY
+5.0%
+438.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -2.0% |
| 7D | -2.4% | -0.8% | -1.6% | -2.1% |
| 30D | -26.7% | +10.1% | -36.8% | -29.1% |
| 3M | -9.6% | -15.4% | +5.8% | -5.1% |
| 6M | +86.0% | -8.3% | +94.4% | +89.5% |
| YTD | -7.5% | -9.8% | +2.3% | -6.5% |
| 1Y | -1.4% | -3.9% | +2.5% | -2.5% |
| 3Y | -14.3% | -23.3% | +9.0% | -9.2% |
| 5Y | -66.3% | -31.2% | -35.1% | -62.5% |
| All | +443.6% | +5.0% | +438.6% | +448.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling