+5,914.2%
DOV vs WSM
+34,755.7%
-28,841.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.1% | +0.5% |
| 7D | -2.7% | -3.3% | +0.6% | -2.0% |
| 30D | -8.1% | -8.4% | +0.3% | -6.5% |
| 3M | -9.4% | +9.7% | -19.1% | -11.1% |
| 6M | -12.6% | +16.7% | -29.3% | -15.4% |
| YTD | -0.5% | +28.7% | -29.2% | -5.6% |
| 1Y | +9.2% | +13.7% | -4.4% | +5.9% |
| 3Y | +34.1% | +230.1% | -196.0% | +2.2% |
| 5Y | +17.3% | +179.0% | -161.7% | -10.1% |
| 10Y | +284.9% | +1,002.5% | -717.6% | +114.8% |
| All | +5,914.2% | +34,755.7% | -28,841.5% | +1,797.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling