+27.3%
WAT vs GNRC
+17.5%
+9.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.5% | +11.2% | +2.8% |
| 7D | -1.9% | -6.0% | +4.0% | -1.4% |
| 30D | +6.2% | -12.0% | +18.3% | +7.5% |
| 3M | +18.1% | -13.4% | +31.5% | +19.3% |
| 6M | +54.9% | -26.4% | +81.3% | +58.5% |
| YTD | +23.1% | +38.8% | -15.7% | +11.7% |
| 1Y | +27.3% | +20.9% | +6.4% | +19.1% |
| All | +27.3% | +17.5% | +9.8% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 1y: compounded portfolio wealth divided by compounded GNRC 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…
1y analysis · Full analysis span regression · 6 months rolling