-69.4%
BTDR vs WSM
+44.0%
-113.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +6.5% | -12.1% | -10.9% |
| 7D | -17.6% | +8.0% | -25.5% | -23.6% |
| 30D | -40.3% | +13.5% | -53.7% | -47.5% |
| 3M | -42.6% | +8.8% | -51.5% | -47.7% |
| 6M | -46.3% | +54.7% | -101.0% | -66.9% |
| YTD | -41.7% | +53.3% | -95.0% | -64.8% |
| 1Y | -69.4% | +41.1% | -110.5% | -78.8% |
| All | -69.4% | +44.0% | -113.4% | -78.8% |
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