+231.8%
WAT vs WCC
+460.5%
-228.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | +3.4% | -9.9% | +13.3% | +5.8% |
| 30D | +9.6% | -13.4% | +23.0% | +13.0% |
| 3M | +15.5% | -13.5% | +29.0% | +18.6% |
| 6M | +33.9% | -10.6% | +44.5% | +35.4% |
| YTD | +25.2% | +30.1% | -4.9% | +14.8% |
| 1Y | +26.3% | +22.3% | +4.0% | +17.5% |
| 3Y | +85.8% | +130.3% | -44.5% | +42.1% |
| 5Y | +35.3% | +144.5% | -109.2% | -1.9% |
| 10Y | +231.8% | +431.8% | -200.1% | +89.7% |
| All | +231.8% | +460.5% | -228.7% | +89.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling