+130.8%
WMT vs TEAM
-53.2%
+184.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -1.0% | -0.2% |
| 7D | -0.2% | -4.7% | +4.4% | -0.1% |
| 30D | -5.8% | +17.0% | -22.9% | -6.5% |
| 3M | -10.8% | +85.9% | -96.7% | -13.5% |
| 6M | -14.3% | +116.7% | -131.0% | -17.9% |
| YTD | -4.4% | +9.6% | -14.0% | -4.6% |
| 1Y | +4.3% | -2.5% | +6.9% | +4.8% |
| 3Y | +100.1% | -14.0% | +114.0% | +100.5% |
| 5Y | +130.8% | -53.1% | +183.9% | +126.1% |
| All | +130.8% | -53.2% | +184.1% | +126.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling