+521.8%
NOW vs WAT
+230.7%
+291.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.1% | +3.6% |
| 7D | -5.6% | +0.7% | -6.3% | -5.9% |
| 30D | -26.8% | +9.0% | -35.7% | -29.7% |
| 3M | -19.4% | +13.5% | -32.9% | -24.3% |
| 6M | +12.3% | +35.3% | -23.0% | -3.2% |
| YTD | -32.9% | +24.0% | -56.9% | -40.7% |
| 1Y | -40.3% | +22.0% | -62.3% | -46.9% |
| 3Y | -19.1% | +84.0% | -103.1% | -46.8% |
| 5Y | -24.4% | +34.4% | -58.7% | -40.8% |
| 10Y | +521.8% | +231.4% | +290.4% | +185.1% |
| All | +521.8% | +230.7% | +291.1% | +185.1% |
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