+6,860.1%
BBY vs WAT
+10,816.8%
-3,956.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.2% | +3.5% |
| 7D | +9.5% | -1.3% | +10.8% | +9.9% |
| 30D | +6.8% | +2.3% | +4.5% | +6.0% |
| 3M | +28.9% | +8.7% | +20.1% | +25.1% |
| 6M | +37.8% | +28.3% | +9.5% | +26.6% |
| YTD | +38.7% | +7.8% | +31.0% | +34.3% |
| 1Y | +23.7% | +36.6% | -12.9% | +10.9% |
| 3Y | +39.1% | +45.7% | -6.6% | +19.7% |
| 5Y | -0.4% | -3.3% | +2.9% | -4.1% |
| 10Y | +234.0% | +162.1% | +71.9% | +135.2% |
| All | +6,860.1% | +10,816.8% | -3,956.7% | +1,741.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling