+229.7%
WAT vs GEN
+147.0%
+82.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.2% |
| 7D | +2.0% | -3.0% | +5.0% | +2.6% |
| 30D | +7.7% | +24.7% | -17.0% | +2.6% |
| 3M | +11.1% | +4.1% | +6.9% | +9.3% |
| 6M | +31.2% | +36.0% | -4.8% | +21.1% |
| YTD | +21.7% | +10.9% | +10.8% | +16.9% |
| 1Y | +19.3% | +12.2% | +7.2% | +14.3% |
| 3Y | +80.6% | +63.3% | +17.3% | +58.5% |
| 5Y | +29.5% | +29.0% | +0.5% | +17.0% |
| All | +229.7% | +147.0% | +82.7% | +153.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling