+309.8%
BE vs WSM
+12.7%
+297.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.1% | +5.6% | +6.1% |
| 7D | +9.0% | -0.5% | +9.6% | +9.4% |
| 30D | +16.3% | -7.7% | +24.0% | +20.6% |
| 3M | +10.8% | +3.8% | +7.0% | +7.2% |
| 6M | +73.2% | +22.7% | +50.5% | +51.6% |
| YTD | +217.4% | +28.0% | +189.3% | +168.2% |
| 1Y | +309.8% | +12.7% | +297.1% | +243.7% |
| All | +309.8% | +12.7% | +297.1% | +243.7% |
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