+12,506.9%
WAT vs SPY
+2,038.1%
+10,468.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.4% | +1.8% | +2.1% |
| 7D | +6.0% | +0.1% | +6.0% | +6.0% |
| 30D | +9.9% | -3.3% | +13.2% | +13.2% |
| 3M | +17.2% | -2.4% | +19.6% | +19.8% |
| 6M | +34.2% | +2.6% | +31.7% | +31.2% |
| YTD | +25.5% | +11.2% | +14.3% | +14.6% |
| 1Y | +28.3% | +13.4% | +14.9% | +15.2% |
| 3Y | +88.4% | +79.9% | +8.5% | +14.1% |
| 5Y | +36.1% | +72.2% | -36.0% | -14.3% |
| 10Y | +234.8% | +307.3% | -72.5% | +1.7% |
| All | +12,506.9% | +2,038.1% | +10,468.8% | +1,148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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