+180.0%
DELL vs WAT
+20.7%
+159.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.2% | +0.3% |
| 7D | +17.1% | +2.0% | +15.1% | +15.9% |
| 30D | -35.1% | +7.7% | -42.8% | -36.7% |
| 3M | -23.3% | +11.1% | -34.4% | -26.3% |
| 6M | +55.8% | +31.2% | +24.6% | +40.7% |
| YTD | +198.0% | +21.7% | +176.3% | +173.6% |
| All | +180.0% | +20.7% | +159.3% | +156.1% |
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