+152.6%
WAT vs STT
+264.2%
-111.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.1% |
| 7D | -0.7% | +2.2% | -2.9% | -1.5% |
| 30D | -1.0% | +3.9% | -4.9% | -2.5% |
| 3M | +10.9% | +19.2% | -8.3% | +3.4% |
| 6M | +33.2% | +60.4% | -27.2% | +10.7% |
| YTD | +6.1% | +51.5% | -45.4% | -10.1% |
| 1Y | +30.2% | +76.3% | -46.0% | +3.8% |
| 3Y | +52.9% | +200.7% | -147.9% | -1.1% |
| 5Y | -5.1% | +157.5% | -162.6% | -37.3% |
| 10Y | +152.6% | +262.0% | -109.4% | +32.4% |
| All | +152.6% | +264.2% | -111.5% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded STT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling