+1,723.2%
WAT vs WCC
+1,591.2%
+132.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.3% | -4.3% | -1.6% |
| 7D | +0.7% | +3.3% | -2.6% | 0.0% |
| 30D | +9.0% | -9.4% | +18.4% | +10.8% |
| 3M | +13.5% | -10.5% | +24.0% | +15.2% |
| 6M | +35.3% | -10.4% | +45.7% | +36.6% |
| YTD | +24.0% | +34.4% | -10.4% | +15.0% |
| 1Y | +22.0% | +27.7% | -5.7% | +14.2% |
| 3Y | +84.0% | +137.9% | -53.9% | +48.0% |
| 5Y | +34.4% | +147.0% | -112.7% | +4.4% |
| 10Y | +231.4% | +442.5% | -211.1% | +105.3% |
| All | +1,723.2% | +1,591.2% | +132.0% | +704.4% |
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 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