+684.7%
WMT vs TEAM
+614.2%
+70.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.6% |
| 7D | +2.0% | -2.4% | +4.4% | +2.1% |
| 30D | +10.3% | -26.7% | +37.0% | +11.6% |
| 3M | +11.0% | -9.6% | +20.6% | +11.2% |
| 6M | -2.3% | +86.0% | -88.4% | -5.8% |
| YTD | +15.7% | -7.5% | +23.2% | +15.3% |
| 1Y | +26.0% | -1.4% | +27.3% | +25.0% |
| 3Y | +136.5% | -14.3% | +150.8% | +134.7% |
| 5Y | +176.8% | -66.3% | +243.2% | +180.2% |
| 10Y | +537.5% | +445.6% | +91.9% | +484.2% |
| All | +684.7% | +614.2% | +70.5% | +621.8% |
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