+29.4%
B vs WSM
+44.0%
-14.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.5% | +1.9% | +6.2% |
| 7D | +1.1% | +8.0% | -6.9% | -1.2% |
| 30D | +0.3% | +13.5% | -13.2% | -3.5% |
| 3M | +5.4% | +8.8% | -3.4% | +2.6% |
| 6M | +5.5% | +54.7% | -49.2% | -7.9% |
| YTD | -6.3% | +53.3% | -59.6% | -18.5% |
| 1Y | +29.4% | +41.1% | -11.7% | +14.9% |
| All | +29.4% | +44.0% | -14.6% | +14.9% |
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 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