-0.5%
BBY vs WAT
-5.3%
+4.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.4% |
| 7D | +0.7% | -2.9% | +3.6% | +1.8% |
| 30D | +5.8% | -3.2% | +9.0% | +7.0% |
| 3M | +18.0% | +10.6% | +7.4% | +12.9% |
| 6M | +39.8% | +34.0% | +5.8% | +23.4% |
| YTD | +35.4% | +5.7% | +29.7% | +30.9% |
| 1Y | +21.4% | +37.1% | -15.7% | +5.4% |
| 3Y | +39.5% | +52.4% | -12.9% | +12.3% |
| 5Y | -0.5% | -4.4% | +3.9% | -16.4% |
| All | -0.5% | -5.3% | +4.8% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling