+21.4%
ACWI vs WSM
+14.1%
+7.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | +1.1% | +2.6% | -1.5% | +0.6% |
| 30D | -0.2% | -9.5% | +9.3% | +1.8% |
| 3M | +4.7% | +12.9% | -8.2% | +1.8% |
| 6M | +14.5% | +23.0% | -8.6% | +8.8% |
| YTD | +14.6% | +28.9% | -14.3% | +8.2% |
| 1Y | +21.4% | +13.7% | +7.8% | +15.5% |
| All | +21.4% | +14.1% | +7.3% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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