+893.7%
TT vs WAT
+153.6%
+740.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +0.1% |
| 7D | +1.6% | -0.7% | +2.3% | +1.8% |
| 30D | -7.3% | -1.0% | -6.3% | -7.1% |
| 3M | -2.6% | +10.9% | -13.5% | -6.3% |
| 6M | +5.9% | +33.2% | -27.3% | -5.8% |
| YTD | +15.4% | +6.1% | +9.3% | +10.8% |
| 1Y | +8.2% | +30.2% | -22.0% | -4.7% |
| 3Y | +122.7% | +52.9% | +69.8% | +72.3% |
| 5Y | +145.0% | -5.1% | +150.1% | +130.7% |
| 10Y | +893.7% | +152.6% | +741.1% | +489.0% |
| All | +893.7% | +153.6% | +740.1% | +489.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling