+608.2%
WDC vs TEAM
-65.3%
+673.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.8% | +8.1% |
| 7D | -3.2% | -19.7% | +16.5% | -1.2% |
| 30D | -19.0% | -26.6% | +7.6% | -16.5% |
| 3M | -28.4% | -1.1% | -27.4% | -28.5% |
| 6M | -39.2% | +74.6% | -113.8% | -44.3% |
| YTD | +82.1% | -6.0% | +88.0% | +84.2% |
| 1Y | +84.7% | -3.2% | +87.9% | +85.6% |
| 3Y | +825.6% | -13.5% | +839.2% | +828.1% |
| 5Y | +608.2% | -65.5% | +673.6% | +646.5% |
| All | +608.2% | -65.3% | +673.4% | +646.5% |
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