+7.0%
WMT vs TEAM
+11.3%
-4.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -1.2% |
| 7D | +3.9% | -0.4% | +4.4% | +3.9% |
| 30D | -4.4% | +67.3% | -71.7% | -3.1% |
| 3M | -8.8% | +86.8% | -95.6% | -7.3% |
| 6M | -15.6% | +146.8% | -162.5% | -12.6% |
| YTD | -3.2% | +16.9% | -20.1% | -1.1% |
| 1Y | +7.0% | +12.8% | -5.7% | +9.4% |
| All | +7.0% | +11.3% | -4.2% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling