+3,354.6%
ASX vs WSM
+4,631.6%
-1,276.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -9.1% | +3.1% | -12.2% | -9.7% |
| 30D | -23.6% | +8.5% | -32.1% | -25.3% |
| 3M | -5.6% | +4.6% | -10.2% | -6.9% |
| 6M | +4.7% | +44.5% | -39.9% | -5.4% |
| YTD | +122.6% | +48.4% | +74.1% | +99.4% |
| 1Y | +133.0% | +36.2% | +96.8% | +113.3% |
| 3Y | +367.1% | +268.8% | +98.4% | +219.4% |
| 5Y | +504.7% | +185.2% | +319.5% | +328.0% |
| 10Y | +887.2% | +1,175.8% | -288.6% | +339.4% |
| All | +3,354.6% | +4,631.6% | -1,276.9% | +816.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling