-52.3%
TEAM vs WY
-22.2%
-30.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | -5.2% | -4.2% | -1.0% | -2.9% |
| 30D | +15.8% | -10.1% | +25.8% | +22.7% |
| 3M | +101.5% | -8.5% | +110.0% | +110.5% |
| 6M | +138.2% | -3.3% | +141.5% | +136.5% |
| YTD | +10.8% | -4.4% | +15.2% | +9.1% |
| 1Y | +1.7% | -11.5% | +13.2% | +5.2% |
| 3Y | -16.0% | -24.3% | +8.3% | -6.0% |
| All | -52.3% | -22.2% | -30.1% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling