+1,925.6%
NI vs WAT
+10,644.3%
-8,718.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +1.5% |
| 7D | +2.3% | -0.7% | +3.0% | +2.4% |
| 30D | -1.7% | -1.0% | -0.7% | -1.6% |
| 3M | -8.0% | +10.9% | -18.9% | -9.4% |
| 6M | -8.6% | +33.2% | -41.8% | -12.8% |
| YTD | +2.3% | +6.1% | -3.7% | +0.6% |
| 1Y | +6.9% | +30.2% | -23.3% | +1.9% |
| 3Y | +70.6% | +52.9% | +17.7% | +56.0% |
| 5Y | +96.4% | -5.1% | +101.5% | +90.5% |
| 10Y | +136.1% | +152.6% | -16.5% | +97.3% |
| All | +1,925.6% | +10,644.3% | -8,718.7% | +1,186.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling