+1.3%
WAT vs UUUU
+79.1%
-77.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.0% |
| 7D | -0.3% | -10.5% | +10.3% | +0.4% |
| 30D | -1.9% | -10.5% | +8.6% | -1.3% |
| 3M | +13.5% | -14.1% | +27.6% | +14.2% |
| 6M | +37.2% | -35.5% | +72.7% | +39.6% |
| YTD | +7.5% | -10.9% | +18.4% | +6.1% |
| 1Y | +35.0% | +3.4% | +31.7% | +29.9% |
| 3Y | +55.1% | +73.1% | -18.0% | +37.1% |
| All | +1.3% | +79.1% | -77.8% | -13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling