+1,485.0%
WAT vs WCC
+1,713.7%
-228.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.9% | -1.8% |
| 7D | -1.3% | +4.5% | -5.8% | -2.2% |
| 30D | +2.3% | -5.8% | +8.1% | +3.4% |
| 3M | +8.7% | -3.7% | +12.4% | +9.0% |
| 6M | +28.3% | +23.1% | +5.3% | +21.9% |
| YTD | +7.8% | +44.2% | -36.4% | -0.8% |
| 1Y | +36.6% | +62.1% | -25.5% | +22.4% |
| 3Y | +45.7% | +121.1% | -75.4% | +19.3% |
| 5Y | -3.3% | +214.0% | -217.3% | -28.0% |
| 10Y | +162.1% | +472.8% | -310.7% | +61.1% |
| All | +1,485.0% | +1,713.7% | -228.7% | +593.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling