+36.6%
WAT vs UUUU
+27.9%
+8.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.0% |
| 7D | -1.3% | -1.4% | +0.1% | -1.3% |
| 30D | +2.3% | +16.3% | -14.0% | +2.3% |
| 3M | +8.7% | -16.7% | +25.4% | +8.6% |
| 6M | +28.3% | -33.7% | +62.0% | +27.8% |
| YTD | +7.8% | -0.5% | +8.3% | +7.9% |
| 1Y | +36.6% | +28.9% | +7.7% | +41.6% |
| All | +36.6% | +27.9% | +8.7% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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