+371.4%
ASX vs WSM
+264.9%
+106.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.0% | +5.6% | +7.6% |
| 7D | -12.3% | +0.9% | -13.1% | -12.3% |
| 30D | -26.0% | +8.6% | -34.6% | -28.0% |
| 3M | -8.1% | +4.2% | -12.4% | -9.5% |
| 6M | +1.4% | +44.6% | -43.2% | -10.9% |
| YTD | +115.6% | +48.5% | +67.0% | +87.3% |
| 1Y | +128.0% | +34.7% | +93.4% | +104.2% |
| 3Y | +371.4% | +271.0% | +100.4% | +212.7% |
| All | +371.4% | +264.9% | +106.5% | +212.7% |
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