+23.5%
ALAB vs WSM
+12.3%
+11.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.7% | -3.7% | -4.3% |
| 7D | +0.6% | +0.4% | +0.2% | +0.5% |
| 30D | -8.8% | -10.7% | +1.9% | -2.5% |
| 3M | -14.0% | +8.5% | -22.5% | -19.1% |
| 6M | +144.3% | +19.6% | +124.6% | +112.9% |
| YTD | +71.0% | +26.6% | +44.4% | +49.3% |
| 1Y | +23.5% | +12.0% | +11.6% | +9.9% |
| All | +23.5% | +12.3% | +11.2% | +9.9% |
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