+7,540.2%
DRI vs WSM
+19,100.7%
-11,560.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | 0.0% |
| 7D | +1.1% | 0.0% | +1.1% | +1.0% |
| 30D | +9.7% | +5.1% | +4.6% | +8.3% |
| 3M | +3.2% | +5.1% | -1.9% | +1.8% |
| 6M | +20.6% | +48.6% | -28.0% | +9.2% |
| YTD | +28.3% | +44.2% | -15.9% | +16.6% |
| 1Y | +34.5% | +38.1% | -3.6% | +23.6% |
| 3Y | +66.5% | +257.2% | -190.7% | +15.0% |
| 5Y | +79.6% | +165.1% | -85.5% | +28.6% |
| 10Y | +333.8% | +1,123.6% | -789.8% | +102.8% |
| All | +7,540.2% | +19,100.7% | -11,560.5% | +1,719.4% |
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