+501.7%
SPCX vs WAT
+47.7%
+454.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.2% | +1.6% | -9.9% |
| 7D | +4.2% | +6.0% | -1.9% | -17.3% |
| 30D | -12.6% | +9.9% | -22.5% | -41.8% |
| 3M | +6.7% | +17.2% | -10.4% | -48.9% |
| 6M | +546.4% | +56.8% | +489.6% | +50.2% |
| YTD | +552.1% | +25.5% | +526.6% | +50.7% |
| 1Y | +453.2% | +28.3% | +424.9% | +28.0% |
| All | +501.7% | +47.7% | +454.1% | +41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling