-29.6%
BR vs WSM
+19.9%
-49.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.1% | -5.5% | -3.6% |
| 7D | -5.3% | -3.3% | -2.0% | -5.0% |
| 30D | +6.4% | -8.4% | +14.8% | +7.3% |
| 3M | +13.6% | +9.7% | +4.0% | +13.2% |
| 6M | -6.7% | +16.7% | -23.4% | -7.5% |
| YTD | -21.1% | +28.7% | -49.8% | -22.6% |
| 1Y | -29.6% | +13.7% | -43.2% | -30.8% |
| All | -29.6% | +19.9% | -49.4% | -30.8% |
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