+115.0%
WFC vs TEAM
+625.9%
-510.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.5% | -0.2% |
| 7D | -1.3% | -19.7% | +18.4% | +0.7% |
| 30D | +3.6% | -26.6% | +30.2% | +6.4% |
| 3M | -1.3% | -1.1% | -0.2% | -1.8% |
| 6M | +18.0% | +74.6% | -56.6% | +9.5% |
| YTD | -5.9% | -6.0% | +0.1% | -7.5% |
| 1Y | +1.8% | -3.2% | +5.0% | -0.3% |
| 3Y | +125.0% | -13.5% | +138.5% | +119.7% |
| 5Y | +92.0% | -65.5% | +157.4% | +94.9% |
| 10Y | +117.9% | +454.5% | -336.6% | +64.9% |
| All | +115.0% | +625.9% | -510.9% | +59.4% |
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