+12,001.8%
WAT vs DAR
+517.7%
+11,484.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.1% |
| 7D | -1.1% | -9.9% | +8.8% | -0.4% |
| 30D | +5.0% | -16.4% | +21.3% | +6.1% |
| 3M | +14.5% | -17.1% | +31.5% | +15.7% |
| 6M | +30.9% | -20.5% | +51.4% | +32.6% |
| YTD | +20.5% | +39.4% | -18.9% | +17.3% |
| 1Y | +23.3% | +57.2% | -33.9% | +19.1% |
| 3Y | +81.5% | +13.9% | +67.6% | +77.8% |
| 5Y | +33.4% | -40.8% | +74.2% | +35.2% |
| 10Y | +231.5% | +276.2% | -44.7% | +200.4% |
| All | +12,001.8% | +517.7% | +11,484.1% | +10,039.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling