+130.7%
WFC vs TEAM
-14.9%
+145.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.9% | +4.7% | -1.6% |
| 7D | +1.1% | -5.7% | +6.7% | +1.6% |
| 30D | +0.8% | +18.3% | -17.5% | -1.0% |
| 3M | +9.3% | +80.2% | -71.0% | +1.6% |
| 6M | +10.6% | +111.0% | -100.3% | 0.0% |
| YTD | -4.1% | +8.8% | -12.9% | -3.2% |
| 1Y | +13.6% | +2.2% | +11.4% | +15.6% |
| 3Y | +130.7% | -14.6% | +145.3% | +131.4% |
| All | +130.7% | -14.9% | +145.6% | +131.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling