+477.7%
ASX vs WSM
+189.5%
+288.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.0% |
| 7D | +6.3% | +2.6% | +3.7% | +5.4% |
| 30D | +6.4% | -9.5% | +15.9% | +10.1% |
| 3M | +13.1% | +12.9% | +0.3% | +8.0% |
| 6M | +90.3% | +23.0% | +67.3% | +76.2% |
| YTD | +149.6% | +28.9% | +120.7% | +126.8% |
| 1Y | +249.2% | +13.7% | +235.5% | +229.8% |
| 3Y | +445.9% | +232.6% | +213.3% | +235.8% |
| 5Y | +477.7% | +185.9% | +291.9% | +246.9% |
| All | +477.7% | +189.5% | +288.3% | +246.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling