+428.1%
WMT vs TEAM
+514.4%
-86.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | 0.0% | -5.2% | +5.2% | +0.2% |
| 30D | -7.4% | +15.8% | -23.2% | -8.1% |
| 3M | -10.9% | +101.5% | -112.3% | -14.1% |
| 6M | -12.7% | +138.2% | -150.9% | -17.0% |
| YTD | -3.2% | +10.8% | -14.0% | -4.1% |
| 1Y | +5.3% | +1.7% | +3.6% | +4.7% |
| 3Y | +101.9% | -16.0% | +117.9% | +101.0% |
| 5Y | +134.6% | -52.7% | +187.3% | +134.7% |
| All | +428.1% | +514.4% | -86.3% | +377.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling