+1,228.2%
WDC vs TEAM
+513.9%
+714.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.0% | -5.5% | -4.6% |
| 7D | +4.4% | -7.8% | +12.2% | +5.5% |
| 30D | +5.3% | +16.5% | -11.3% | +2.5% |
| 3M | -5.9% | +96.2% | -102.1% | -17.8% |
| 6M | +73.2% | +130.2% | -56.9% | +43.0% |
| YTD | +167.8% | +10.7% | +157.1% | +155.8% |
| 1Y | +386.0% | +3.0% | +383.0% | +369.0% |
| 3Y | +1,309.7% | -13.1% | +1,322.8% | +1,264.4% |
| 5Y | +957.1% | -52.7% | +1,009.8% | +977.0% |
| All | +1,228.2% | +513.9% | +714.3% | +554.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling