+27.3%
WAT vs GEN
+20.2%
+7.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.0% | -2.3% | +1.4% |
| 7D | -1.9% | +26.9% | -28.8% | -4.0% |
| 30D | +6.2% | +38.6% | -32.4% | +3.2% |
| 3M | +18.1% | +9.7% | +8.3% | +17.7% |
| 6M | +54.9% | +58.9% | -4.0% | +42.8% |
| YTD | +23.1% | +15.3% | +7.8% | +23.3% |
| 1Y | +27.3% | +21.8% | +5.5% | +23.9% |
| All | +27.3% | +20.2% | +7.1% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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