+166.6%
WAT vs WCC
+514.1%
-347.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -2.2% |
| 7D | -0.7% | +8.5% | -9.2% | -2.7% |
| 30D | -1.0% | -1.0% | 0.0% | -0.9% |
| 3M | +10.9% | +2.1% | +8.8% | +9.5% |
| 6M | +33.2% | +36.8% | -3.6% | +21.7% |
| YTD | +6.1% | +47.7% | -41.6% | -4.9% |
| 1Y | +30.2% | +66.5% | -36.3% | +12.8% |
| 3Y | +52.9% | +134.2% | -81.3% | +17.3% |
| 5Y | -5.1% | +231.6% | -236.8% | -35.3% |
| All | +166.6% | +514.1% | -347.5% | +40.4% |
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