+8.6%
ALB vs WSM
+44.0%
-35.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.5% | -1.2% | +3.4% |
| 7D | -2.1% | +8.0% | -10.0% | -4.2% |
| 30D | -9.0% | +13.5% | -22.5% | -12.4% |
| 3M | -21.1% | +8.8% | -30.0% | -23.1% |
| 6M | -49.9% | +54.7% | -104.6% | -56.7% |
| YTD | -32.3% | +53.3% | -85.6% | -43.3% |
| 1Y | +8.6% | +41.1% | -32.5% | -4.6% |
| All | +8.6% | +44.0% | -35.4% | -4.6% |
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