+1,821.9%
BA vs WSM
+34,755.7%
-32,933.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.4% |
| 7D | +1.2% | -3.3% | +4.4% | +1.8% |
| 30D | -11.6% | -8.4% | -3.2% | -10.2% |
| 3M | -2.4% | +9.7% | -12.0% | -4.1% |
| 6M | -6.6% | +16.7% | -23.3% | -9.5% |
| YTD | -2.2% | +28.7% | -30.9% | -7.1% |
| 1Y | -8.0% | +13.7% | -21.7% | -10.8% |
| 3Y | -5.0% | +230.1% | -235.1% | -27.0% |
| 5Y | -2.7% | +179.0% | -181.7% | -24.6% |
| 10Y | +75.9% | +1,002.5% | -926.7% | +2.8% |
| All | +1,821.9% | +34,755.7% | -32,933.8% | +532.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling