+454.5%
TEAM vs WAT
+230.7%
+223.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +3.1% |
| 7D | -19.7% | +0.7% | -20.4% | -20.1% |
| 30D | -26.6% | +9.0% | -35.6% | -29.7% |
| 3M | -1.1% | +13.5% | -14.5% | -7.3% |
| 6M | +74.6% | +35.3% | +39.3% | +49.5% |
| YTD | -6.0% | +24.0% | -30.0% | -17.2% |
| 1Y | -3.2% | +22.0% | -25.2% | -14.2% |
| 3Y | -13.5% | +84.0% | -97.5% | -41.6% |
| 5Y | -65.5% | +34.4% | -99.8% | -72.4% |
| 10Y | +454.5% | +231.4% | +223.1% | +201.2% |
| All | +454.5% | +230.7% | +223.8% | +201.2% |
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