+114.2%
WFC vs TEAM
+637.6%
-523.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.1% | +1.8% |
| 7D | +0.1% | -17.2% | +17.3% | +1.8% |
| 30D | +2.9% | -25.1% | +28.0% | +5.6% |
| 3M | -1.4% | +3.9% | -5.3% | -2.3% |
| 6M | +14.3% | +69.1% | -54.8% | +6.5% |
| YTD | -6.2% | -4.5% | -1.7% | -8.0% |
| 1Y | +1.6% | -1.9% | +3.5% | -0.6% |
| 3Y | +126.9% | -9.3% | +136.2% | +120.5% |
| 5Y | +94.0% | -65.2% | +159.1% | +96.8% |
| 10Y | +134.0% | +467.0% | -332.9% | +76.8% |
| All | +114.2% | +637.6% | -523.4% | +58.6% |
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