-59.0%
SKUU vs WAT
+25.9%
-84.8%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +1.7% | -12.0% | -12.3% |
| 7D | -25.6% | -1.9% | -23.7% | -23.3% |
| 30D | -49.6% | +6.2% | -55.8% | -51.3% |
| 3M | -26.8% | +18.1% | -44.9% | -41.2% |
| All | -59.0% | +25.9% | -84.8% | -70.4% |
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 · Available span rolling