+991.6%
WDC vs TEAM
-53.2%
+1,044.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +1.0% |
| 7D | +7.5% | -4.7% | +12.1% | +7.8% |
| 30D | +10.1% | +17.0% | -7.0% | +8.2% |
| 3M | -6.8% | +85.9% | -92.7% | -13.7% |
| 6M | +84.1% | +116.7% | -32.5% | +63.7% |
| YTD | +180.3% | +9.6% | +170.6% | +179.8% |
| 1Y | +411.1% | -2.5% | +413.6% | +419.5% |
| 3Y | +1,375.0% | -14.0% | +1,389.0% | +1,400.3% |
| 5Y | +991.6% | -53.1% | +1,044.6% | +961.1% |
| All | +991.6% | -53.2% | +1,044.8% | +961.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling