+12.8%
TEAM vs WAT
+41.4%
-28.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.4% |
| 7D | -0.4% | -1.3% | +0.8% | -0.1% |
| 30D | +67.3% | +2.3% | +65.0% | +66.7% |
| 3M | +86.8% | +8.7% | +78.0% | +84.2% |
| 6M | +146.8% | +28.3% | +118.5% | +138.1% |
| YTD | +16.9% | +7.8% | +9.1% | +16.1% |
| 1Y | +12.8% | +36.6% | -23.8% | +19.8% |
| All | +12.8% | +41.4% | -28.6% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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