-2.5%
TEAM vs WMB
+35.6%
-38.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.1% |
| 7D | -4.7% | 0.0% | -4.7% | -4.5% |
| 30D | +17.0% | +4.6% | +12.4% | +21.4% |
| 3M | +85.9% | +5.7% | +80.2% | +95.3% |
| 6M | +116.7% | +4.2% | +112.5% | +127.0% |
| YTD | +9.6% | +26.8% | -17.2% | +15.5% |
| 1Y | -2.5% | +34.7% | -37.2% | +1.6% |
| All | -2.5% | +35.6% | -38.1% | +1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling