+772.0%
WDC vs WAT
+85.3%
+686.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.2% | +5.7% | +8.4% |
| 7D | -14.4% | +6.0% | -20.5% | -15.9% |
| 30D | -27.1% | +9.9% | -37.0% | -28.9% |
| 3M | -33.3% | +17.2% | -50.4% | -36.3% |
| 6M | -39.6% | +34.2% | -73.8% | -45.0% |
| YTD | +68.4% | +25.5% | +42.9% | +54.9% |
| 1Y | +78.2% | +28.3% | +49.9% | +62.8% |
| 3Y | +772.0% | +88.4% | +683.7% | +684.1% |
| All | +772.0% | +85.3% | +686.7% | +684.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling