+167.9%
WAT vs WCC
+506.2%
-338.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.8% |
| 7D | -1.8% | +6.8% | -8.6% | -3.4% |
| 30D | -1.7% | -3.0% | +1.3% | -1.1% |
| 3M | +9.1% | +0.2% | +8.9% | +8.2% |
| 6M | +32.4% | +33.2% | -0.7% | +21.8% |
| YTD | +6.6% | +45.8% | -39.2% | -4.2% |
| 1Y | +34.7% | +68.4% | -33.7% | +16.4% |
| 3Y | +53.6% | +131.1% | -77.5% | +18.2% |
| 5Y | -4.1% | +225.6% | -229.7% | -34.3% |
| 10Y | +167.9% | +534.2% | -366.3% | +41.5% |
| All | +167.9% | +506.2% | -338.3% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WCC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling