+4.2%
WBD vs TEAM
-53.2%
+57.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.5% | -0.9% |
| 7D | -1.7% | -4.7% | +3.0% | -0.7% |
| 30D | +3.9% | +17.0% | -13.2% | -0.2% |
| 3M | +5.1% | +85.9% | -80.8% | -11.7% |
| 6M | +0.6% | +116.7% | -116.1% | -21.1% |
| YTD | -3.2% | +9.6% | -12.8% | -8.5% |
| 1Y | +127.7% | -2.5% | +130.2% | +121.8% |
| 3Y | +146.6% | -14.0% | +160.5% | +139.4% |
| 5Y | +4.2% | -53.1% | +57.3% | -5.7% |
| All | +4.2% | -53.2% | +57.4% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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