+802.8%
TEAM vs WAT
+216.1%
+586.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.1% |
| 7D | -0.4% | -1.3% | +0.8% | +0.2% |
| 30D | +67.3% | +2.3% | +65.0% | +65.8% |
| 3M | +86.8% | +8.7% | +78.0% | +78.4% |
| 6M | +146.8% | +28.3% | +118.5% | +114.5% |
| YTD | +16.9% | +7.8% | +9.1% | +10.6% |
| 1Y | +12.8% | +36.6% | -23.8% | -7.1% |
| 3Y | -7.3% | +45.7% | -52.9% | -29.5% |
| 5Y | -50.7% | -3.3% | -47.4% | -54.2% |
| 10Y | +529.8% | +162.1% | +367.7% | +240.8% |
| All | +802.8% | +216.1% | +586.7% | +285.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling