+19,778.3%
GD vs WSM
+39,656.0%
-19,877.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.2% | +1.9% | -1.9% |
| 7D | -3.9% | -0.5% | -3.4% | -3.9% |
| 30D | +8.1% | +7.1% | +1.0% | +7.2% |
| 3M | -6.8% | +4.5% | -11.3% | -7.3% |
| 6M | +3.0% | +44.4% | -41.4% | -1.3% |
| YTD | +7.8% | +46.8% | -39.0% | +2.9% |
| 1Y | +5.8% | +31.7% | -25.9% | +2.2% |
| 3Y | +55.3% | +250.6% | -195.2% | +31.8% |
| 5Y | +96.7% | +174.1% | -77.4% | +67.9% |
| 10Y | +195.4% | +1,265.2% | -1,069.8% | +104.4% |
| All | +19,778.3% | +39,656.0% | -19,877.7% | +11,003.3% |
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