+161.8%
WAT vs UUUU
+495.2%
-333.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.3% | +5.5% | -0.4% |
| 7D | -2.9% | -5.0% | +2.1% | -2.6% |
| 30D | -3.2% | -7.8% | +4.6% | -2.8% |
| 3M | +10.6% | -0.4% | +11.0% | +10.3% |
| 6M | +34.0% | -32.9% | +66.9% | +36.4% |
| YTD | +5.7% | -6.3% | +12.0% | +4.0% |
| 1Y | +37.1% | +7.9% | +29.1% | +31.7% |
| 3Y | +52.4% | +85.2% | -32.8% | +35.3% |
| 5Y | -4.4% | +97.0% | -101.4% | -18.4% |
| All | +161.8% | +495.2% | -333.4% | +80.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling