+143.3%
DELL vs WSM
+44.0%
+99.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.5% | -15.3% | -9.5% |
| 7D | -24.6% | +8.0% | -32.6% | -25.3% |
| 30D | -32.5% | +13.5% | -46.0% | -33.9% |
| 3M | -20.2% | +8.8% | -29.0% | -21.2% |
| 6M | +76.5% | +54.7% | +21.8% | +56.2% |
| YTD | +198.9% | +53.3% | +145.6% | +165.6% |
| 1Y | +143.3% | +41.1% | +102.2% | +121.1% |
| All | +143.3% | +44.0% | +99.4% | +121.1% |
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