+802.8%
TEAM vs WY
+11.0%
+791.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.5% | -2.9% |
| 7D | -0.4% | -1.7% | +1.3% | +0.1% |
| 30D | +67.3% | -10.1% | +77.4% | +73.3% |
| 3M | +86.8% | -5.1% | +91.9% | +89.6% |
| 6M | +146.8% | -4.8% | +151.6% | +148.1% |
| YTD | +16.9% | -0.2% | +17.2% | +14.8% |
| 1Y | +12.8% | -6.6% | +19.4% | +13.1% |
| 3Y | -7.3% | -22.7% | +15.5% | -1.2% |
| 5Y | -50.7% | -22.2% | -28.5% | -46.8% |
| 10Y | +529.8% | +7.3% | +522.5% | +485.5% |
| All | +802.8% | +11.0% | +791.8% | +583.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling