+12,353.6%
WAT vs GEN
+3,012.5%
+9,341.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.3% |
| 7D | +0.7% | -0.8% | +1.5% | +0.8% |
| 30D | +9.0% | +31.2% | -22.2% | +3.6% |
| 3M | +13.5% | +6.1% | +7.4% | +11.4% |
| 6M | +35.3% | +38.1% | -2.8% | +26.3% |
| YTD | +24.0% | +14.4% | +9.6% | +19.1% |
| 1Y | +22.0% | +15.1% | +6.8% | +17.1% |
| 3Y | +84.0% | +68.5% | +15.5% | +64.3% |
| 5Y | +34.4% | +35.8% | -1.5% | +22.9% |
| 10Y | +231.4% | +155.4% | +76.0% | +161.1% |
| All | +12,353.6% | +3,012.5% | +9,341.0% | +6,130.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling