-14.3%
TEAM vs WMB
+121.9%
-136.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | -2.4% | +7.8% | -10.2% | -2.1% |
| 30D | -26.7% | -5.1% | -21.6% | -26.9% |
| 3M | -9.6% | -4.7% | -4.9% | -9.9% |
| 6M | +86.0% | -7.4% | +93.4% | +85.8% |
| YTD | -7.5% | +17.5% | -25.0% | -14.1% |
| 1Y | -1.4% | +19.5% | -20.8% | -9.1% |
| 3Y | -14.3% | +121.3% | -135.6% | -28.7% |
| All | -14.3% | +121.9% | -136.2% | -28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling