+29.2%
DAL vs WSM
+14.1%
+15.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | +3.4% | +2.6% | +0.8% | +1.8% |
| 30D | -13.6% | -9.5% | -4.0% | -8.2% |
| 3M | +1.2% | +12.9% | -11.7% | -6.0% |
| 6M | +34.5% | +23.0% | +11.5% | +18.2% |
| YTD | +14.7% | +28.9% | -14.2% | +2.0% |
| 1Y | +29.2% | +13.7% | +15.6% | +15.1% |
| All | +29.2% | +14.1% | +15.1% | +15.1% |
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