+177.1%
GH vs WSM
+12.7%
+164.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -1.4% |
| 7D | -2.5% | -0.5% | -2.0% | -2.3% |
| 30D | -4.7% | -7.7% | +3.0% | -2.1% |
| 3M | +20.2% | +3.8% | +16.5% | +17.9% |
| 6M | +78.8% | +22.7% | +56.1% | +62.9% |
| YTD | +54.1% | +28.0% | +26.1% | +45.2% |
| 1Y | +177.1% | +12.7% | +164.4% | +168.4% |
| All | +177.1% | +12.7% | +164.4% | +168.4% |
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 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