+1,145.9%
DELL vs WSM
+175.3%
+970.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.9% | +11.6% |
| 7D | +8.2% | -0.5% | +8.8% | +8.5% |
| 30D | +17.1% | -7.7% | +24.8% | +20.2% |
| 3M | +45.2% | +3.8% | +41.4% | +43.0% |
| 6M | +286.8% | +22.7% | +264.1% | +259.8% |
| YTD | +354.8% | +28.0% | +326.8% | +315.9% |
| 1Y | +358.3% | +12.7% | +345.5% | +334.8% |
| 3Y | +724.9% | +231.3% | +493.6% | +437.1% |
| All | +1,145.9% | +175.3% | +970.7% | +701.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling