+953.5%
WAT vs WU
-20.5%
+973.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | +6.0% | +9.1% | -3.0% | +2.7% |
| 30D | +9.9% | +12.1% | -2.2% | +5.2% |
| 3M | +17.2% | +0.3% | +16.8% | +16.2% |
| 6M | +34.2% | -19.1% | +53.4% | +42.0% |
| YTD | +25.5% | -19.2% | +44.7% | +32.3% |
| 1Y | +28.3% | -15.3% | +43.5% | +32.6% |
| 3Y | +88.4% | -21.3% | +109.7% | +97.2% |
| 5Y | +36.1% | -41.7% | +77.8% | +54.4% |
| 10Y | +234.8% | -36.0% | +270.8% | +253.7% |
| All | +953.5% | -20.5% | +973.9% | +825.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling