+167.9%
WAT vs WU
-40.9%
+208.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +0.8% |
| 7D | -1.8% | -4.9% | +3.1% | -0.1% |
| 30D | -1.7% | -1.3% | -0.4% | -1.4% |
| 3M | +9.1% | -3.6% | +12.6% | +8.8% |
| 6M | +32.4% | -24.3% | +56.8% | +43.8% |
| YTD | +6.6% | -21.1% | +27.7% | +13.9% |
| 1Y | +34.7% | -10.3% | +45.0% | +36.2% |
| 3Y | +53.6% | -28.4% | +81.9% | +66.4% |
| 5Y | -4.1% | -51.2% | +47.1% | +17.1% |
| 10Y | +167.9% | -39.6% | +207.5% | +185.6% |
| All | +167.9% | -40.9% | +208.7% | +185.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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