+1,683.3%
BE vs WSM
+232.0%
+1,451.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.7% | -2.8% |
| 7D | +23.9% | +2.6% | +21.3% | +22.8% |
| 30D | +27.8% | -9.3% | +37.1% | +32.5% |
| 3M | +3.7% | +7.1% | -3.4% | +0.4% |
| 6M | +78.0% | +21.7% | +56.2% | +63.3% |
| YTD | +209.9% | +28.7% | +181.2% | +178.9% |
| 1Y | +389.6% | +13.9% | +375.7% | +358.9% |
| All | +1,683.3% | +232.0% | +1,451.4% | +789.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling