+6,787.6%
BBY vs WAT
+10,644.3%
-3,856.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.5% | -0.5% |
| 7D | +8.1% | -0.7% | +8.8% | +8.4% |
| 30D | +8.9% | -1.0% | +9.9% | +9.2% |
| 3M | +22.0% | +10.9% | +11.2% | +17.8% |
| 6M | +37.8% | +33.2% | +4.6% | +25.2% |
| YTD | +37.3% | +6.1% | +31.2% | +33.5% |
| 1Y | +21.6% | +30.2% | -8.7% | +10.6% |
| 3Y | +41.5% | +52.9% | -11.4% | +20.0% |
| 5Y | +1.2% | -5.1% | +6.4% | -1.9% |
| 10Y | +237.8% | +152.6% | +85.1% | +140.5% |
| All | +6,787.6% | +10,644.3% | -3,856.7% | +1,731.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling