+26.6%
WAT vs DAR
+60.0%
-33.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.7% | -0.5% | +4.3% |
| 7D | +6.0% | -2.8% | +8.8% | +5.8% |
| 30D | +9.9% | -12.8% | +22.7% | +9.2% |
| 3M | +17.2% | -11.6% | +28.7% | +16.0% |
| 6M | +34.2% | -16.8% | +51.0% | +33.3% |
| YTD | +25.5% | +45.9% | -20.4% | +13.0% |
| All | +26.6% | +60.0% | -33.4% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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