+475.2%
TEAM vs WMB
+309.4%
+165.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.3% | -9.2% | -7.3% |
| 7D | -5.7% | +0.8% | -6.5% | -5.8% |
| 30D | +18.3% | +7.7% | +10.6% | +16.8% |
| 3M | +80.2% | +6.7% | +73.5% | +77.3% |
| 6M | +111.0% | +3.6% | +107.3% | +107.8% |
| YTD | +8.8% | +28.0% | -19.2% | +2.1% |
| 1Y | +2.2% | +37.6% | -35.5% | -5.8% |
| 3Y | -14.6% | +149.0% | -163.6% | -30.4% |
| 5Y | -53.8% | +285.3% | -339.1% | -65.0% |
| 10Y | +475.2% | +302.1% | +173.2% | +337.4% |
| All | +475.2% | +309.4% | +165.8% | +337.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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