+7.8%
APD vs WSM
+239.4%
-231.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -2.5% | +2.6% | -5.1% | -2.8% |
| 30D | -1.9% | -9.5% | +7.6% | -0.7% |
| 3M | +8.2% | +12.9% | -4.7% | +6.4% |
| 6M | +10.7% | +23.0% | -12.3% | +7.4% |
| YTD | +22.9% | +28.9% | -6.0% | +18.1% |
| 1Y | +5.8% | +13.7% | -7.9% | +3.2% |
| 3Y | +7.8% | +232.6% | -224.8% | -14.4% |
| All | +7.8% | +239.4% | -231.6% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling