+8.0%
WEC vs WAT
+23.9%
-15.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.4% |
| 7D | -0.5% | +0.7% | -1.2% | -0.5% |
| 30D | +12.0% | +9.0% | +3.0% | +12.1% |
| 3M | +11.1% | +13.5% | -2.4% | +11.3% |
| 6M | +6.0% | +35.3% | -29.3% | +6.4% |
| YTD | +14.3% | +24.0% | -9.7% | +14.7% |
| 1Y | +8.0% | +22.0% | -14.0% | +8.4% |
| All | +8.0% | +23.9% | -15.9% | +8.4% |
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