+417.9%
GE vs WSM
+182.5%
+235.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | -1.2% | +2.6% | -3.9% | -1.9% |
| 30D | -11.3% | -9.3% | -2.0% | -9.1% |
| 3M | -1.4% | +7.1% | -8.5% | -3.1% |
| 6M | +1.2% | +21.7% | -20.5% | -3.7% |
| YTD | +5.9% | +28.7% | -22.8% | -0.5% |
| 1Y | +18.4% | +13.9% | +4.5% | +14.0% |
| 3Y | +271.0% | +232.2% | +38.8% | +161.2% |
| 5Y | +417.9% | +176.4% | +241.5% | +260.3% |
| All | +417.9% | +182.5% | +235.4% | +260.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling