+802.8%
TEAM vs WMB
+388.5%
+414.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.8% | -2.6% |
| 7D | -0.4% | +0.6% | -1.0% | -0.5% |
| 30D | +67.3% | +3.3% | +64.0% | +66.1% |
| 3M | +86.8% | +3.1% | +83.6% | +84.9% |
| 6M | +146.8% | -0.7% | +147.5% | +144.9% |
| YTD | +16.9% | +25.2% | -8.2% | +10.6% |
| 1Y | +12.8% | +32.9% | -20.1% | +5.3% |
| 3Y | -7.3% | +140.6% | -147.8% | -22.8% |
| 5Y | -50.7% | +273.5% | -324.2% | -62.0% |
| 10Y | +529.8% | +334.2% | +195.6% | +353.3% |
| All | +802.8% | +388.5% | +414.3% | +493.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling