+1,309.1%
WDC vs WAT
+156.2%
+1,152.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.6% | +0.8% |
| 7D | +7.5% | -1.8% | +9.3% | +8.4% |
| 30D | +10.1% | -1.7% | +11.7% | +10.6% |
| 3M | -6.8% | +9.1% | -15.9% | -11.5% |
| 6M | +84.1% | +32.4% | +51.7% | +56.6% |
| YTD | +180.3% | +6.6% | +173.7% | +164.7% |
| 1Y | +411.1% | +34.7% | +376.4% | +325.4% |
| 3Y | +1,375.0% | +53.6% | +1,321.4% | +949.3% |
| 5Y | +991.6% | -4.1% | +995.6% | +916.7% |
| 10Y | +1,309.1% | +167.9% | +1,141.2% | +624.6% |
| All | +1,309.1% | +156.2% | +1,152.9% | +624.6% |
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 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