+34.7%
WAT vs BEN
+45.3%
-10.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.9% |
| 7D | -1.8% | +3.4% | -5.2% | -2.7% |
| 30D | -1.7% | +1.8% | -3.5% | -2.2% |
| 3M | +9.1% | +8.4% | +0.7% | +6.3% |
| 6M | +32.4% | +35.6% | -3.2% | +19.0% |
| YTD | +6.6% | +46.4% | -39.8% | -5.9% |
| 1Y | +34.7% | +46.3% | -11.6% | +18.4% |
| All | +34.7% | +45.3% | -10.6% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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