+790.0%
NOW vs WAT
+153.6%
+636.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.6% | -3.4% | -4.3% |
| 7D | -6.1% | -0.7% | -5.4% | -5.8% |
| 30D | +7.5% | -1.0% | +8.4% | +8.0% |
| 3M | +17.5% | +10.9% | +6.6% | +11.4% |
| 6M | +7.9% | +33.2% | -25.2% | -6.4% |
| YTD | -12.4% | +6.1% | -18.5% | -16.4% |
| 1Y | -28.6% | +30.2% | -58.8% | -39.0% |
| 3Y | +11.8% | +52.9% | -41.0% | -19.5% |
| 5Y | +2.6% | -5.1% | +7.8% | -3.5% |
| 10Y | +790.0% | +152.6% | +637.4% | +364.9% |
| All | +790.0% | +153.6% | +636.4% | +364.9% |
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