+417.4%
WDC vs TEAM
+11.3%
+406.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.6% | +8.5% | +5.4% |
| 7D | +1.7% | -0.4% | +2.2% | +1.7% |
| 30D | -10.0% | +67.3% | -77.3% | +0.1% |
| 3M | -18.8% | +86.8% | -105.5% | -4.8% |
| 6M | +79.0% | +146.8% | -67.8% | +117.6% |
| YTD | +171.6% | +16.9% | +154.6% | +221.7% |
| 1Y | +417.4% | +12.8% | +404.6% | +517.9% |
| All | +417.4% | +11.3% | +406.1% | +517.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling