+417.4%
WDC vs WAT
+41.4%
+376.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.2% |
| 7D | +1.7% | -1.3% | +3.0% | +2.1% |
| 30D | -10.0% | +2.3% | -12.3% | -10.9% |
| 3M | -18.8% | +8.7% | -27.5% | -21.3% |
| 6M | +79.0% | +28.3% | +50.7% | +60.7% |
| YTD | +171.6% | +7.8% | +163.8% | +159.6% |
| 1Y | +417.4% | +36.6% | +380.8% | +341.6% |
| All | +417.4% | +41.4% | +376.0% | +341.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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