+27.3%
WAT vs WWD
+27.2%
+0.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.1% |
| 7D | -1.9% | +7.3% | -9.3% | -3.4% |
| 30D | +6.2% | -2.0% | +8.2% | +6.6% |
| 3M | +18.1% | -12.6% | +30.6% | +21.5% |
| 6M | +54.9% | -8.4% | +63.3% | +56.7% |
| YTD | +23.1% | +8.2% | +14.9% | +18.8% |
| 1Y | +27.3% | +26.5% | +0.8% | +17.7% |
| All | +27.3% | +27.2% | +0.1% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling