+83.4%
WAT vs GEN
+67.9%
+15.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.9% |
| 7D | +0.6% | +2.0% | -1.5% | +0.1% |
| 30D | +5.4% | +27.7% | -22.3% | -0.4% |
| 3M | +11.3% | +3.3% | +8.0% | +10.4% |
| 6M | +37.4% | +31.8% | +5.6% | +26.2% |
| YTD | +21.2% | +13.5% | +7.7% | +16.5% |
| 1Y | +21.3% | +16.0% | +5.3% | +15.7% |
| 3Y | +83.4% | +70.6% | +12.8% | +44.9% |
| All | +83.4% | +67.9% | +15.5% | +44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling