+10,726.6%
WAT vs WY
+295.0%
+10,431.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.3% |
| 7D | -1.3% | -1.7% | +0.4% | -0.7% |
| 30D | +2.3% | -10.1% | +12.4% | +5.9% |
| 3M | +8.7% | -5.1% | +13.9% | +10.3% |
| 6M | +28.3% | -4.8% | +33.1% | +29.9% |
| YTD | +7.8% | -0.2% | +8.0% | +7.2% |
| 1Y | +36.6% | -6.6% | +43.2% | +38.6% |
| 3Y | +45.7% | -22.7% | +68.4% | +57.0% |
| 5Y | -3.3% | -22.2% | +18.9% | +3.4% |
| 10Y | +162.1% | +7.3% | +154.8% | +138.3% |
| All | +10,726.6% | +295.0% | +10,431.6% | +6,771.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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