+234.8%
WAT vs GEN
+166.9%
+67.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.1% | +4.2% |
| 7D | +6.0% | -0.3% | +6.3% | +6.1% |
| 30D | +9.9% | +28.2% | -18.3% | +4.1% |
| 3M | +17.2% | +2.6% | +14.6% | +15.6% |
| 6M | +34.2% | +32.7% | +1.6% | +24.5% |
| YTD | +25.5% | +11.3% | +14.2% | +20.5% |
| 1Y | +28.3% | +17.9% | +10.3% | +21.5% |
| 3Y | +88.4% | +66.3% | +22.0% | +64.7% |
| 5Y | +36.1% | +31.7% | +4.5% | +22.5% |
| 10Y | +234.8% | +150.0% | +84.8% | +155.0% |
| All | +234.8% | +166.9% | +67.9% | +155.0% |
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