+360.5%
BE vs WAT
+41.4%
+319.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.4% | +7.5% |
| 7D | +20.0% | -1.3% | +21.3% | +20.2% |
| 30D | +7.9% | +2.3% | +5.6% | +7.5% |
| 3M | -13.2% | +8.7% | -22.0% | -14.3% |
| 6M | +53.5% | +28.3% | +25.1% | +49.0% |
| YTD | +191.0% | +7.8% | +183.2% | +181.9% |
| 1Y | +360.5% | +36.6% | +323.9% | +282.1% |
| All | +360.5% | +41.4% | +319.1% | +282.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling