+56.1%
B vs WSM
+14.1%
+42.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | +1.0% | +2.6% | -1.6% | +0.3% |
| 30D | +9.5% | -9.3% | +18.8% | +12.5% |
| 3M | +14.3% | +7.1% | +7.2% | +11.7% |
| 6M | -1.9% | +21.7% | -23.6% | -7.9% |
| YTD | +4.1% | +28.7% | -24.7% | -4.2% |
| 1Y | +56.1% | +13.9% | +42.3% | +48.6% |
| All | +56.1% | +14.1% | +42.0% | +48.6% |
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