+1,289.7%
WDC vs TEAM
+507.7%
+782.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | +7.5% | -4.7% | +12.1% | +8.1% |
| 30D | +10.1% | +17.0% | -7.0% | +7.0% |
| 3M | -6.8% | +85.9% | -92.7% | -17.8% |
| 6M | +84.1% | +116.7% | -32.5% | +53.8% |
| YTD | +180.3% | +9.6% | +170.6% | +168.1% |
| 1Y | +411.1% | -2.5% | +413.6% | +399.0% |
| 3Y | +1,375.0% | -14.0% | +1,389.0% | +1,329.8% |
| 5Y | +991.6% | -53.1% | +1,044.6% | +1,012.9% |
| All | +1,289.7% | +507.7% | +782.0% | +586.1% |
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