+7,085.5%
DRI vs WSM
+17,036.2%
-9,950.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -1.0% |
| 7D | +0.6% | -3.3% | +3.8% | +1.3% |
| 30D | +3.8% | -8.4% | +12.2% | +6.0% |
| 3M | +13.0% | +9.7% | +3.4% | +10.3% |
| 6M | +8.3% | +16.7% | -8.4% | +3.9% |
| YTD | +20.6% | +28.7% | -8.1% | +12.8% |
| 1Y | +6.5% | +13.7% | -7.2% | +2.2% |
| 3Y | +53.7% | +230.1% | -176.4% | +7.7% |
| 5Y | +72.7% | +179.0% | -106.3% | +21.7% |
| 10Y | +363.2% | +1,002.5% | -639.4% | +122.1% |
| All | +7,085.5% | +17,036.2% | -9,950.7% | +1,659.4% |
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