+710.3%
WAT vs UUUU
-96.4%
+806.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.3% |
| 7D | +0.6% | -1.1% | +1.6% | +0.6% |
| 30D | +5.4% | -21.0% | +26.4% | +6.8% |
| 3M | +11.3% | -54.8% | +66.1% | +16.2% |
| 6M | +37.4% | -67.3% | +104.8% | +45.5% |
| YTD | +21.2% | -54.7% | +75.8% | +24.6% |
| 1Y | +21.3% | -57.4% | +78.8% | +24.9% |
| 3Y | +83.4% | -19.6% | +103.0% | +76.1% |
| 5Y | +29.0% | -40.0% | +69.0% | +23.2% |
| 10Y | +223.9% | +364.1% | -140.2% | +157.1% |
| All | +710.3% | -96.4% | +806.7% | +521.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling