+79.7%
WAT vs ACWI
+70.4%
+9.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.8% | +0.7% | +0.9% |
| 7D | -5.6% | -4.0% | -1.6% | -1.5% |
| 30D | +3.8% | -5.8% | +9.6% | +10.5% |
| 3M | +13.3% | -5.0% | +18.3% | +19.5% |
| 6M | +32.2% | +0.7% | +31.5% | +30.6% |
| YTD | +19.3% | +8.4% | +10.9% | +8.8% |
| 1Y | +21.8% | +10.1% | +11.7% | +9.2% |
| All | +79.7% | +70.4% | +9.3% | -8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling