+673.2%
WDC vs TEAM
+625.9%
+47.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.8% | +7.9% |
| 7D | -3.2% | -19.7% | +16.5% | 0.0% |
| 30D | -19.0% | -26.6% | +7.6% | -15.2% |
| 3M | -28.4% | -1.1% | -27.4% | -28.8% |
| 6M | -39.2% | +74.6% | -113.8% | -46.7% |
| YTD | +82.1% | -6.0% | +88.0% | +77.0% |
| 1Y | +84.7% | -3.2% | +87.9% | +78.3% |
| 3Y | +825.6% | -13.5% | +839.2% | +783.0% |
| 5Y | +608.2% | -65.5% | +673.6% | +665.0% |
| 10Y | +695.1% | +454.5% | +240.6% | +318.3% |
| All | +673.2% | +625.9% | +47.2% | +291.4% |
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