-10.6%
BA vs WSM
+44.0%
-54.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.5% | -4.3% | +0.3% |
| 7D | +5.9% | +8.0% | -2.1% | +3.5% |
| 30D | -8.2% | +13.5% | -21.6% | -11.6% |
| 3M | -25.4% | +8.8% | -34.2% | -27.4% |
| 6M | -20.0% | +54.7% | -74.7% | -28.8% |
| YTD | -18.5% | +53.3% | -71.8% | -27.3% |
| 1Y | -10.6% | +41.1% | -51.7% | -20.5% |
| All | -10.6% | +44.0% | -54.6% | -20.5% |
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