-65.3%
TEAM vs WMB
+178.0%
-243.2%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.3% | -15.9% | -16.1% |
| 7D | -19.8% | -13.8% | -6.0% | -17.8% |
| 30D | -21.5% | -10.3% | -11.2% | -20.2% |
| 3M | +39.5% | -10.1% | +49.5% | +41.3% |
| 6M | +73.1% | -11.8% | +84.9% | +74.3% |
| YTD | -5.2% | +8.9% | -14.2% | -12.9% |
| 1Y | -1.6% | +14.0% | -15.5% | -11.3% |
| 3Y | -11.4% | +100.5% | -112.0% | -38.7% |
| All | -65.3% | +178.0% | -243.2% | -78.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling