It's something inbetween, there's some games where yeah our defense has been shambolic but there's been others where we have genuinely defended well and conceded from one of the very few chances (if not only chance) we allow, Arsenal at home the most grueling example.
That's why i haven't turned against Frank too much despite the greenness, the underlying metrics all point to the football (we play under him) being sustainable with better players at both ends, we are already seeing it with attack as we have scored 13 goals in 5 games compared to (switching WBA for Watford) 6 in 5 in the corresponding games last season, hopefully with Silva and Mendy we see a similar upturn the other way.