+52.1%
BWA vs WSM
+12.7%
+39.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +1.1% |
| 7D | -1.3% | -0.5% | -0.8% | -1.2% |
| 30D | -2.9% | -7.7% | +4.8% | -0.7% |
| 3M | -10.7% | +3.8% | -14.5% | -12.1% |
| 6M | +26.5% | +22.7% | +3.8% | +17.3% |
| YTD | +49.1% | +28.0% | +21.1% | +32.7% |
| 1Y | +52.1% | +12.7% | +39.3% | +42.3% |
| All | +52.1% | +12.7% | +39.3% | +42.3% |
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