-11.4%
TEAM vs WMB
+97.7%
-109.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.3% | -15.9% | -16.2% |
| 7D | -19.8% | -13.8% | -6.0% | -20.5% |
| 30D | -21.5% | -10.3% | -11.2% | -21.9% |
| 3M | +39.5% | -10.1% | +49.5% | +38.7% |
| 6M | +73.1% | -11.8% | +84.9% | +71.5% |
| YTD | -5.2% | +8.9% | -14.2% | -12.2% |
| 1Y | -1.6% | +14.0% | -15.5% | -10.4% |
| 3Y | -11.4% | +100.5% | -112.0% | -26.0% |
| All | -11.4% | +97.7% | -109.2% | -26.0% |
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