-46.5%
FRSH vs WSM
+230.1%
-276.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.1% |
| 7D | -6.6% | -0.5% | -6.1% | -6.5% |
| 30D | +2.1% | -7.7% | +9.8% | +4.2% |
| 3M | +29.0% | +3.8% | +25.2% | +27.6% |
| 6M | +48.6% | +22.7% | +26.0% | +40.0% |
| YTD | -2.9% | +28.0% | -30.9% | -9.8% |
| 1Y | -7.9% | +12.7% | -20.6% | -11.6% |
| 3Y | -46.5% | +231.3% | -277.8% | -64.9% |
| All | -46.5% | +230.1% | -276.6% | -64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling