-12.3%
BA vs WSM
+31.6%
-43.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.5% | +2.8% | -0.4% |
| 7D | -0.6% | -3.2% | +2.6% | +0.4% |
| 30D | -8.0% | +4.6% | -12.7% | -9.4% |
| 3M | -25.8% | +2.4% | -28.2% | -26.6% |
| 6M | -27.6% | +43.7% | -71.2% | -34.4% |
| YTD | -21.0% | +42.1% | -63.1% | -28.6% |
| 1Y | -12.3% | +32.3% | -44.5% | -20.9% |
| All | -12.3% | +31.6% | -43.8% | -20.9% |
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