+13.8%
AVTR vs WSM
+12.7%
+1.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.0% |
| 7D | -1.1% | -0.5% | -0.5% | -0.8% |
| 30D | +6.3% | -7.7% | +14.0% | +10.6% |
| 3M | +53.3% | +3.8% | +49.5% | +48.9% |
| 6M | +78.6% | +22.7% | +56.0% | +56.8% |
| YTD | +29.2% | +28.0% | +1.2% | +10.9% |
| 1Y | +13.8% | +12.7% | +1.1% | +7.0% |
| All | +13.8% | +12.7% | +1.1% | +7.0% |
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