+8,082.8%
BHP vs WSM
+34,818.5%
-26,735.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +1.3% | +2.6% | -1.3% | +0.8% |
| 30D | +4.0% | -9.5% | +13.5% | +5.8% |
| 3M | +12.3% | +12.9% | -0.6% | +9.7% |
| 6M | +30.8% | +23.0% | +7.8% | +25.8% |
| YTD | +58.8% | +28.9% | +29.9% | +51.1% |
| 1Y | +76.8% | +13.7% | +63.2% | +71.8% |
| 3Y | +87.5% | +232.6% | -145.2% | +45.7% |
| 5Y | +123.9% | +185.9% | -62.0% | +73.3% |
| 10Y | +504.4% | +998.6% | -494.2% | +249.3% |
| All | +8,082.8% | +34,818.5% | -26,735.7% | +2,987.4% |
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