+668.0%
WDC vs TEAM
+625.2%
+42.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +16.3% | -16.9% | +33.2% | +19.4% |
| 30D | -18.3% | -26.8% | +8.5% | -14.3% |
| 3M | -31.4% | -1.9% | -29.5% | -31.7% |
| 6M | -36.3% | +79.2% | -115.5% | -44.4% |
| YTD | +80.8% | -6.1% | +86.9% | +75.8% |
| 1Y | +87.7% | -2.1% | +89.8% | +80.7% |
| 3Y | +819.4% | -13.6% | +833.1% | +777.2% |
| 5Y | +583.2% | -65.8% | +649.0% | +639.6% |
| 10Y | +689.8% | +454.0% | +235.8% | +315.6% |
| All | +668.0% | +625.2% | +42.8% | +288.8% |
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 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