+695.1%
WDC vs WAT
+230.7%
+464.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.0% | +9.3% | +8.8% |
| 7D | -3.2% | +0.7% | -4.0% | -3.3% |
| 30D | -19.0% | +9.0% | -28.0% | -22.0% |
| 3M | -28.4% | +13.5% | -41.9% | -32.8% |
| 6M | -39.2% | +35.3% | -74.5% | -48.2% |
| YTD | +82.1% | +24.0% | +58.1% | +59.9% |
| 1Y | +84.7% | +22.0% | +62.7% | +63.6% |
| 3Y | +825.6% | +84.0% | +741.6% | +502.7% |
| 5Y | +608.2% | +34.4% | +573.8% | +445.6% |
| 10Y | +695.1% | +231.4% | +463.7% | +291.7% |
| All | +695.1% | +230.7% | +464.4% | +291.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling