+384.5%
ALAB vs WSM
+61.8%
+322.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.2% | +4.1% |
| 7D | +9.6% | +2.6% | +7.0% | +8.3% |
| 30D | -5.3% | -9.3% | +4.0% | -0.5% |
| 3M | -12.0% | +7.1% | -19.1% | -15.5% |
| 6M | +145.7% | +21.7% | +124.0% | +120.7% |
| YTD | +80.7% | +28.7% | +51.9% | +58.4% |
| 1Y | +40.1% | +13.9% | +26.3% | +29.7% |
| All | +384.5% | +61.8% | +322.7% | +296.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling