+141.1%
BP vs WSM
+182.5%
-41.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +4.0% | +2.6% | +1.4% | +3.7% |
| 30D | +7.8% | -9.3% | +17.1% | +8.7% |
| 3M | +8.4% | +7.1% | +1.3% | +7.4% |
| 6M | +15.1% | +21.7% | -6.7% | +12.2% |
| YTD | +36.4% | +28.7% | +7.7% | +31.9% |
| 1Y | +40.9% | +13.9% | +27.0% | +38.0% |
| 3Y | +38.8% | +232.2% | -193.3% | +18.4% |
| 5Y | +141.1% | +176.4% | -35.3% | +104.6% |
| All | +141.1% | +182.5% | -41.4% | +104.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling