+1,053.2%
WDC vs TEAM
+802.8%
+250.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.6% | +8.5% | +6.3% |
| 7D | +1.7% | -0.4% | +2.2% | +1.7% |
| 30D | -10.0% | +67.3% | -77.3% | -18.0% |
| 3M | -18.8% | +86.8% | -105.5% | -28.4% |
| 6M | +79.0% | +146.8% | -67.8% | +45.4% |
| YTD | +171.6% | +16.9% | +154.6% | +156.0% |
| 1Y | +417.4% | +12.8% | +404.6% | +388.3% |
| 3Y | +1,251.8% | -7.3% | +1,259.1% | +1,187.6% |
| 5Y | +911.7% | -50.7% | +962.4% | +916.8% |
| 10Y | +1,399.6% | +529.8% | +869.8% | +677.5% |
| All | +1,053.2% | +802.8% | +250.4% | +466.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling