+259.9%
WMB vs WAT
+232.2%
+27.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.2% | -0.5% | +2.7% |
| 7D | -6.7% | +6.0% | -12.7% | -8.0% |
| 30D | -8.6% | +9.9% | -18.5% | -10.6% |
| 3M | -4.9% | +17.2% | -22.1% | -8.7% |
| 6M | -6.3% | +34.2% | -40.5% | -13.4% |
| YTD | +13.0% | +25.5% | -12.5% | +5.2% |
| 1Y | +14.9% | +28.3% | -13.3% | +6.2% |
| 3Y | +113.4% | +88.4% | +25.0% | +63.9% |
| 5Y | +190.2% | +36.1% | +154.0% | +145.2% |
| 10Y | +259.9% | +234.8% | +25.0% | +98.8% |
| All | +259.9% | +232.2% | +27.7% | +98.8% |
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