-0.7%
WBD vs TEAM
+802.8%
-803.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | 0.0% |
| 7D | -1.8% | -0.4% | -1.4% | -1.8% |
| 30D | +8.8% | +67.3% | -58.5% | -1.0% |
| 3M | +4.6% | +86.8% | -82.1% | -7.3% |
| 6M | +1.1% | +146.8% | -145.7% | -16.4% |
| YTD | -2.0% | +16.9% | -18.9% | -7.6% |
| 1Y | +140.0% | +12.8% | +127.2% | +127.2% |
| 3Y | +144.4% | -7.3% | +151.7% | +135.7% |
| 5Y | -0.2% | -50.7% | +50.5% | -4.7% |
| 10Y | +9.1% | +529.8% | -520.7% | -20.0% |
| All | -0.7% | +802.8% | -803.5% | -29.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling