+144.0%
WDAY vs TEAM
+445.0%
-301.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.6% | +3.7% |
| 7D | +1.8% | -2.4% | +4.2% | +2.9% |
| 30D | +4.1% | -26.7% | +30.8% | +18.2% |
| 3M | -4.8% | -9.6% | +4.8% | -2.2% |
| 6M | +68.6% | +86.0% | -17.4% | +23.0% |
| YTD | -8.5% | -7.5% | -1.0% | -11.8% |
| 1Y | -12.1% | -1.4% | -10.7% | -17.6% |
| 3Y | -13.2% | -14.3% | +1.1% | -20.9% |
| 5Y | -33.7% | -66.3% | +32.6% | -17.4% |
| All | +144.0% | +445.0% | -301.0% | -31.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling