+389.6%
BE vs WAT
+30.7%
+358.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.3% | -2.9% |
| 7D | +23.9% | -1.8% | +25.7% | +24.2% |
| 30D | +27.8% | -1.7% | +29.5% | +28.2% |
| 3M | +3.7% | +9.1% | -5.3% | +2.3% |
| 6M | +78.0% | +32.4% | +45.5% | +71.6% |
| YTD | +209.9% | +6.6% | +203.3% | +200.5% |
| 1Y | +389.6% | +34.7% | +354.9% | +296.8% |
| All | +389.6% | +30.7% | +358.9% | +296.8% |
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