+12.2%
DIS vs WSM
+34.6%
-22.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.8% | +0.2% |
| 7D | +1.9% | 0.0% | +1.9% | +1.9% |
| 30D | +9.2% | +5.1% | +4.1% | +7.7% |
| 3M | +13.5% | +5.1% | +8.4% | +12.0% |
| 6M | +14.3% | +48.6% | -34.3% | +1.1% |
| YTD | +5.4% | +44.2% | -38.8% | -5.9% |
| 1Y | +12.2% | +38.1% | -25.9% | +1.9% |
| All | +12.2% | +34.6% | -22.5% | +1.9% |
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