+1,359.3%
WDC vs TEAM
-14.9%
+1,374.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.9% | +9.0% | +2.1% |
| 7D | +6.0% | -5.7% | +11.6% | +6.0% |
| 30D | +9.9% | +18.3% | -8.4% | +9.6% |
| 3M | -9.4% | +80.2% | -89.6% | -10.3% |
| 6M | +94.7% | +111.0% | -16.3% | +88.0% |
| YTD | +177.3% | +8.8% | +168.5% | +203.0% |
| 1Y | +412.4% | +2.2% | +410.3% | +465.1% |
| 3Y | +1,359.3% | -14.6% | +1,373.9% | +1,571.8% |
| All | +1,359.3% | -14.9% | +1,374.2% | +1,571.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling