+506.3%
NOW vs WAT
+228.2%
+278.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.8% | -3.0% |
| 7D | -8.7% | +3.4% | -12.1% | -10.1% |
| 30D | -29.3% | +9.6% | -38.9% | -32.3% |
| 3M | -21.8% | +15.5% | -37.3% | -27.1% |
| 6M | +9.2% | +33.9% | -24.7% | -5.4% |
| YTD | -35.0% | +25.2% | -60.2% | -42.8% |
| 1Y | -42.5% | +26.3% | -68.8% | -49.7% |
| 3Y | -21.5% | +85.8% | -107.3% | -48.7% |
| 5Y | -25.8% | +35.3% | -61.1% | -42.0% |
| 10Y | +506.3% | +231.8% | +274.6% | +178.1% |
| All | +506.3% | +228.2% | +278.2% | +178.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling