+27.3%
WAT vs ACWI
+14.9%
+12.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.2% |
| 7D | -1.9% | -0.5% | -1.5% | -1.5% |
| 30D | +6.2% | -1.6% | +7.9% | +7.8% |
| 3M | +18.1% | -1.3% | +19.4% | +19.5% |
| 6M | +54.9% | +5.8% | +49.1% | +46.6% |
| YTD | +23.1% | +12.7% | +10.4% | +9.5% |
| 1Y | +27.3% | +15.0% | +12.3% | +11.2% |
| All | +27.3% | +14.9% | +12.4% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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