+193.4%
AMAT vs WSM
+14.1%
+179.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.9% |
| 7D | +7.0% | +2.6% | +4.4% | +5.7% |
| 30D | -12.2% | -9.5% | -2.7% | -7.8% |
| 3M | -3.8% | +12.9% | -16.7% | -10.1% |
| 6M | +45.9% | +23.0% | +22.9% | +30.0% |
| YTD | +84.6% | +28.9% | +55.7% | +62.5% |
| 1Y | +193.4% | +13.7% | +179.7% | +167.4% |
| All | +193.4% | +14.1% | +179.3% | +167.4% |
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