+40.6%
BBY vs WAT
+52.2%
-11.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.4% |
| 7D | +0.7% | -2.9% | +3.6% | +1.7% |
| 30D | +5.8% | -3.2% | +9.0% | +6.9% |
| 3M | +18.0% | +10.6% | +7.4% | +13.3% |
| 6M | +39.8% | +34.0% | +5.8% | +24.8% |
| YTD | +35.4% | +5.7% | +29.7% | +31.3% |
| 1Y | +21.4% | +37.1% | -15.7% | +7.0% |
| All | +40.6% | +52.2% | -11.5% | +22.3% |
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