+16.7%
U vs WAT
+26.7%
-10.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | +24.4% | +3.4% | +21.0% | +23.7% |
| 30D | +7.4% | +9.6% | -2.2% | +6.0% |
| 3M | +16.8% | +15.5% | +1.3% | +14.0% |
| 6M | +78.8% | +33.9% | +44.9% | +70.1% |
| YTD | +14.0% | +25.2% | -11.2% | +6.6% |
| 1Y | +16.7% | +26.3% | -9.6% | +9.3% |
| All | +16.7% | +26.7% | -10.0% | +9.3% |
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 · 6 months rolling