+467.0%
TEAM vs WMB
+267.9%
+199.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.2% |
| 7D | -17.2% | -6.7% | -10.5% | -16.4% |
| 30D | -25.1% | -8.6% | -16.5% | -24.2% |
| 3M | +3.9% | -4.9% | +8.8% | +4.4% |
| 6M | +69.1% | -6.3% | +75.4% | +69.0% |
| YTD | -4.5% | +13.0% | -17.4% | -8.7% |
| 1Y | -1.9% | +14.9% | -16.8% | -6.6% |
| 3Y | -9.3% | +113.4% | -122.7% | -24.1% |
| 5Y | -65.2% | +190.2% | -255.3% | -72.3% |
| 10Y | +467.0% | +259.9% | +207.1% | +324.9% |
| All | +467.0% | +267.9% | +199.1% | +324.9% |
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