+142.4%
WFC vs TEAM
+481.6%
-339.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.9% |
| 7D | +0.4% | -4.7% | +5.1% | +0.9% |
| 30D | +2.5% | +17.0% | -14.6% | +0.7% |
| 3M | +10.0% | +85.9% | -75.9% | +2.0% |
| 6M | +15.1% | +116.7% | -101.6% | +3.7% |
| YTD | -2.2% | +9.6% | -11.8% | -4.9% |
| 1Y | +13.5% | -2.5% | +16.0% | +11.7% |
| 3Y | +135.2% | -14.0% | +149.2% | +130.5% |
| 5Y | +128.3% | -53.1% | +181.4% | +126.5% |
| 10Y | +142.4% | +502.9% | -360.5% | +69.4% |
| All | +142.4% | +481.6% | -339.2% | +69.4% |
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 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