+167.9%
WAT vs GEN
+150.6%
+17.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.5% |
| 7D | -1.8% | -2.9% | +1.1% | -1.2% |
| 30D | -1.7% | +2.1% | -3.7% | -2.2% |
| 3M | +9.1% | +19.7% | -10.6% | +4.6% |
| 6M | +32.4% | +33.3% | -0.8% | +23.3% |
| YTD | +6.6% | +11.1% | -4.5% | +3.0% |
| 1Y | +34.7% | +3.0% | +31.7% | +32.4% |
| 3Y | +53.6% | +57.9% | -4.3% | +36.6% |
| 5Y | -4.1% | +20.6% | -24.7% | -11.7% |
| 10Y | +167.9% | +153.2% | +14.6% | +105.0% |
| All | +167.9% | +150.6% | +17.3% | +105.0% |
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