+112.4%
WFC vs TEAM
+445.0%
-332.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.5% |
| 7D | +2.5% | -2.4% | +4.9% | +2.7% |
| 30D | +7.0% | -26.7% | +33.7% | +10.0% |
| 3M | -1.8% | -9.6% | +7.9% | -1.3% |
| 6M | +18.4% | +86.0% | -67.6% | +8.9% |
| YTD | -5.6% | -7.5% | +1.9% | -7.0% |
| 1Y | +3.9% | -1.4% | +5.2% | +1.5% |
| 3Y | +126.3% | -14.3% | +140.6% | +121.2% |
| 5Y | +91.1% | -66.3% | +157.4% | +94.6% |
| All | +112.4% | +445.0% | -332.6% | +49.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling