+25.2%
WAT vs BIYA
-99.9%
+125.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +1.0% |
| 7D | -1.1% | -10.5% | +9.4% | -1.1% |
| 30D | +5.0% | -51.7% | +56.7% | +5.2% |
| 3M | +14.5% | -60.8% | +75.3% | +14.8% |
| 6M | +30.9% | -90.6% | +121.5% | +31.0% |
| YTD | +20.5% | -97.1% | +117.6% | +20.7% |
| 1Y | +23.3% | -99.1% | +122.4% | +24.9% |
| All | +25.2% | -99.9% | +125.1% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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