+267.5%
ASX vs WSM
+19.9%
+247.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.6% |
| 7D | -0.7% | -3.3% | +2.5% | +0.6% |
| 30D | +2.0% | -8.4% | +10.4% | +5.5% |
| 3M | -1.3% | +9.7% | -11.0% | -5.6% |
| 6M | +71.4% | +16.7% | +54.8% | +58.9% |
| YTD | +135.3% | +28.7% | +106.6% | +110.9% |
| 1Y | +267.5% | +13.7% | +253.8% | +232.4% |
| All | +267.5% | +19.9% | +247.6% | +232.4% |
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