-69.0%
AVAV vs WSM
+44.0%
-113.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +6.5% | -14.8% | -10.6% |
| 7D | -10.1% | +8.0% | -18.1% | -12.8% |
| 30D | -18.7% | +13.5% | -32.2% | -22.9% |
| 3M | -33.0% | +8.8% | -41.9% | -35.3% |
| 6M | -37.2% | +54.7% | -91.9% | -49.9% |
| YTD | -53.2% | +53.3% | -106.5% | -61.1% |
| 1Y | -69.0% | +41.1% | -110.1% | -73.7% |
| All | -69.0% | +44.0% | -113.0% | -73.7% |
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 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