+32.9%
EQIX vs WSM
+12.7%
+20.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | +1.2% |
| 7D | +0.2% | -0.5% | +0.7% | +0.2% |
| 30D | -2.5% | -7.7% | +5.2% | -1.6% |
| 3M | 0.0% | +3.8% | -3.8% | -0.5% |
| 6M | +7.6% | +22.7% | -15.0% | +5.1% |
| YTD | +37.5% | +28.0% | +9.5% | +31.9% |
| 1Y | +32.9% | +12.7% | +20.2% | +30.9% |
| All | +32.9% | +12.7% | +20.2% | +30.9% |
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