+30.8%
WAT vs ACWI
+54.8%
-24.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -1.1% | -2.4% | +1.2% | +1.3% |
| 30D | +5.0% | -5.2% | +10.1% | +10.9% |
| 3M | +14.5% | -4.8% | +19.3% | +20.5% |
| 6M | +30.9% | -1.3% | +32.2% | +32.3% |
| YTD | +20.5% | +8.4% | +12.1% | +10.4% |
| 1Y | +23.3% | +11.0% | +12.3% | +10.1% |
| 3Y | +81.5% | +70.6% | +10.9% | +3.6% |
| All | +30.8% | +54.8% | -24.0% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling