+26.3%
WAT vs Q
+30.6%
-4.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | -0.1% |
| 7D | +3.4% | +4.0% | -0.6% | +2.8% |
| 30D | +9.6% | -2.3% | +12.0% | +9.7% |
| 3M | +15.5% | -7.9% | +23.4% | +16.1% |
| 6M | +33.9% | -16.0% | +49.9% | +35.0% |
| YTD | +25.2% | +51.7% | -26.5% | +17.8% |
| 1Y | +26.3% | +28.3% | -2.0% | +21.8% |
| All | +26.3% | +30.6% | -4.3% | +21.8% |
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