+502.9%
TEAM vs WAT
+156.2%
+346.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.3% | +0.5% |
| 7D | -4.7% | -1.8% | -2.9% | -3.8% |
| 30D | +17.0% | -1.7% | +18.7% | +18.1% |
| 3M | +85.9% | +9.1% | +76.8% | +77.7% |
| 6M | +116.7% | +32.4% | +84.2% | +86.5% |
| YTD | +9.6% | +6.6% | +3.0% | +4.6% |
| 1Y | -2.5% | +34.7% | -37.2% | -18.5% |
| 3Y | -14.0% | +53.6% | -67.6% | -35.7% |
| 5Y | -53.1% | -4.1% | -49.0% | -56.3% |
| 10Y | +502.9% | +167.9% | +335.1% | +264.0% |
| All | +502.9% | +156.2% | +346.7% | +264.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling