+126.1%
AMD vs WAT
+19.9%
+106.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.8% | +7.7% | +6.6% |
| 7D | +44.7% | +2.0% | +42.7% | +43.6% |
| 30D | -3.3% | +7.7% | -11.0% | -4.8% |
| 3M | +21.2% | +11.1% | +10.1% | +18.2% |
| 6M | +30.6% | +31.2% | -0.7% | +21.0% |
| YTD | +173.3% | +21.7% | +151.6% | +139.9% |
| 1Y | +126.1% | +19.3% | +106.8% | +98.3% |
| All | +126.1% | +19.9% | +106.2% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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