+27.3%
WAT vs Q
+19.7%
+7.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -1.9% | -3.3% | +1.3% | -1.6% |
| 30D | +6.2% | -9.7% | +15.9% | +7.3% |
| 3M | +18.1% | -16.1% | +34.2% | +20.1% |
| 6M | +54.9% | -15.7% | +70.6% | +56.1% |
| YTD | +23.1% | +45.7% | -22.6% | +16.7% |
| 1Y | +27.3% | +18.0% | +9.3% | +25.7% |
| All | +27.3% | +19.7% | +7.6% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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