+22.2%
BBY vs WSM
+12.7%
+9.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.5% |
| 7D | +0.6% | -0.5% | +1.1% | +0.8% |
| 30D | +9.4% | -7.7% | +17.1% | +13.6% |
| 3M | +19.3% | +3.8% | +15.6% | +17.0% |
| 6M | +47.9% | +22.7% | +25.2% | +33.4% |
| YTD | +39.6% | +28.0% | +11.6% | +19.8% |
| 1Y | +22.2% | +12.7% | +9.5% | +9.0% |
| All | +22.2% | +12.7% | +9.5% | +9.0% |
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