+556.3%
WMT vs TEAM
+802.8%
-246.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -1.1% |
| 7D | +3.9% | -0.4% | +4.4% | +3.9% |
| 30D | -4.4% | +67.3% | -71.7% | -6.8% |
| 3M | -8.8% | +86.8% | -95.6% | -11.6% |
| 6M | -15.6% | +146.8% | -162.5% | -19.7% |
| YTD | -3.2% | +16.9% | -20.1% | -4.3% |
| 1Y | +7.0% | +12.8% | -5.7% | +5.9% |
| 3Y | +105.3% | -7.3% | +112.6% | +103.5% |
| 5Y | +129.3% | -50.7% | +180.0% | +128.5% |
| 10Y | +423.9% | +529.8% | -105.9% | +377.0% |
| All | +556.3% | +802.8% | -246.4% | +499.0% |
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