+52.9%
WAT vs RRC
+32.7%
+20.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -0.7% | -1.2% | +0.5% | -0.5% |
| 30D | -1.0% | +9.4% | -10.4% | -2.3% |
| 3M | +10.9% | +7.4% | +3.5% | +9.6% |
| 6M | +33.2% | +1.5% | +31.7% | +32.2% |
| YTD | +6.1% | +19.4% | -13.3% | +1.9% |
| 1Y | +30.2% | +24.2% | +6.0% | +23.6% |
| 3Y | +52.9% | +32.8% | +20.1% | +41.5% |
| All | +52.9% | +32.7% | +20.1% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RRC 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling