-6.6%
TEAM vs WAT
+26.7%
-33.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.8% | -4.0% |
| 7D | -22.2% | +3.4% | -25.6% | -23.0% |
| 30D | -28.1% | +9.6% | -37.8% | -30.0% |
| 3M | -2.2% | +15.5% | -17.6% | -6.5% |
| 6M | +62.2% | +33.9% | +28.3% | +49.0% |
| YTD | -8.4% | +25.2% | -33.5% | -11.3% |
| 1Y | -6.6% | +26.3% | -32.9% | -9.9% |
| All | -6.6% | +26.7% | -33.3% | -9.9% |
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