+124.1%
WFC vs TEAM
+802.8%
-678.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +1.1% |
| 7D | +3.8% | -0.4% | +4.2% | +3.8% |
| 30D | +1.5% | +67.3% | -65.8% | -4.2% |
| 3M | +10.9% | +86.8% | -75.9% | +3.0% |
| 6M | +8.4% | +146.8% | -138.4% | -3.3% |
| YTD | -1.9% | +16.9% | -18.8% | -5.2% |
| 1Y | +12.3% | +12.8% | -0.4% | +8.8% |
| 3Y | +132.3% | -7.3% | +139.6% | +125.9% |
| 5Y | +130.1% | -50.7% | +180.8% | +127.0% |
| 10Y | +134.4% | +529.8% | -395.4% | +75.5% |
| All | +124.1% | +802.8% | -678.7% | +63.3% |
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