+126.9%
WFC vs WAT
+85.3%
+41.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.2% | -2.3% | +1.1% |
| 7D | +0.1% | +6.0% | -5.9% | -0.9% |
| 30D | +2.9% | +9.9% | -7.0% | +1.2% |
| 3M | -1.4% | +17.2% | -18.6% | -4.3% |
| 6M | +14.3% | +34.2% | -19.9% | +8.2% |
| YTD | -6.2% | +25.5% | -31.7% | -10.8% |
| 1Y | +1.6% | +28.3% | -26.7% | -3.8% |
| 3Y | +126.9% | +88.4% | +38.6% | +95.4% |
| All | +126.9% | +85.3% | +41.6% | +95.4% |
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 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